Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
July 25, 2007
Playing the Graying of AmericaThe growing medical needs of the Baby Boomer generation--now totaling some 83 million people--make healthcare a compelling long-term investment theme. According to XShares Advisors, a New York-based financial services firm, U.S. healthcare is currently a $2 trillion industry, representing 17% of gross domestic product (GDP). By 2015, the government projects...
July 18, 2007
Legacy Helps Place Settlement PortfolioA life settlement company says it has helped an investor client sell a large pool of settled policies.Legacy Benefit Corp., New York, reports that the ...
July 13, 2007
Greenwich Hedge Fund Index Up 1.07% in JuneGreenwich Alternative Investments reported July 12 that the Greenwich Global Hedge Fund Index and the Greenwich Investable Index were positive for the month of June, yielding +1.07% and +0.22%, respectively.
July 12, 2007
Structured Products at Retail?On the heels of more and more news about the implosion of the mortgage backed securities and junk bond markets come three news bits of interest: guiding principles when using structured products for retail, and word from Moody's, and Standard & Poor's, which has put "612 U.S. Subprime RMBS Classes"...
July 12, 2007
Water ETFs Make A SplashA handful of new mutual funds and exchange-traded funds (ETFs) invest in companies directly involved in that most basic element of human life-- water. While most...
July 11, 2007
Policing Hedge FundsTo restore the SEC's enforcement power in policing hedge funds post the Goldstein ruling, the SEC on July 11 adopted a new antifraud rule under...
July 02, 2007
Another Charitable Venture for ClientsMicrofinance has been gaining popularity with investors as both a charitable cause and a smart alternative investment. A new fund from Citigroup Inc.--the Citi Microfinance Donor Fund--has created yet another way for philanthropists to meet up with poor entrepreneurs around the globe. In late June, Citi will launch a charitable...
July 02, 2007
Junk Bonds Under PressureFor the last few years, the supply of equities traded in the U.S. has fallen, and the number of bond issues has risen. These aren't two unrelated trends, but a natural byproduct of the buyout boom.
July 01, 2007
Travel The World, While Staying HomeGlobal equity funds differ from international stock funds in that they have the latitude to invest in U.S. stocks as well as foreign companies. Indeed,...
July 01, 2007
Overlay Uses 101Separation of alpha and beta appears to be the mantra du jour in portfolio management, though long-time observers are aware that the concept is hardly...