Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Equity income
By Staff Writer62%: Percentage of financial advisors who think the right mix of fixed income and equities for retirees has changed over the past 20 years. 71%: Percentage of advisors who think retirees' and near-retirees' portfolios wil
April 12, 2008
Boost the retirement income portfolioAsset allocation is a hot topic in retirement planning. Stocks. Bonds. Annuities? Yes, annuities, according to a MassMutual study that sought to find what role fixed income annuities can play in boosting Americans' retirement income portfolios.
April 11, 2008
UL portfolio makes debutColumbus Life Insurance Co. decided to make its introduction of universal life policies memorable by launching three products instead of just one. Under the umbrella of the UL portfolio are three products: Explorer Plus, Indexed Explorer Plus and
April 11, 2008
Boost the retirement income portfolioAsset allocation is a hot topic in retirement planning. Stocks. Bonds. Annuities? Yes, annuities, according to a MassMutual study that sought to find what role fixed income annuities can play in boosting Americans' retirement income portfolios.
April 01, 2008
The Bear Stearns ConundrumThe most dramatic event in the wild and woolly month of March 2008 was the shocking, Fed-inspired bail-out of Bear Stearns by JPMorgan. If one...
April 01, 2008
In the RunningThere were just six SMA Awards given, but there were more than six worthy candidates. Here are this year's semifinalists: Large-Cap--C.S. McKee, LP--Domestic Value Equity Wedgewood Partners,...
April 01, 2008
At the SummitGiven the uncertainty across the investment and economic universe over the past year, it is no small feat for separately managed account (SMA) portfolio managers...
April 01, 2008
About the managerIn addition to managing the portfolio of $4.3 billion Fidelity Canada Fund, for U.S. investors, Fidelity Investments Portfolio Manager Maxime Lemieux also manages funds that...