Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Advisors Join In Call For Monthly Money Market Portfolio Filings
By Staff WriterFinancial professional groups have teamed with consumer and investor groups to ask the U.S. Securities and Exchange Commission to help monitor money market funds.The SEC ...
January 17, 2008
Ibbotson Says Living Benefits Help Retirement PortfoliosCombining a variable annuity with a lifetime guaranteed minimum withdrawal benefit and a traditional investment portfolio can increase a worker's retirement income.Analysts at Ibbotson Associates, ...
January 17, 2008
Ibbotson Says Living Benefits Help Retirement PortfoliosCombining a variable annuity with a lifetime guaranteed minimum withdrawal benefit and a traditional investment portfolio can increase a worker's retirement income.Analysts at Ibbotson Associates, ...
January 15, 2008
Citigroup Posts Results and RevampThe stunning net loss of $9.83 billion reported for the fourth quarter by Citigroup Inc. (Citi) January 15, after writing down $18.1 billion in subprime and consumer credit exposures, underscores the depth and breadth of the credit and mortgage crisis.
January 15, 2008
Legg Mason Sells $1B in Notes to KKRThe Baltimore-based asset management firm Legg Mason said January 14 that it will sell $1.25 billion of convertible senior notes to an affiliate of the private equity firm Kohlberg Kravis Roberts (KKR).
January 14, 2008
Magellan Fund Reopens to New InvestorsAdvisors will be able to buy Fidelity's Magellan fund for new investors for the first time since September 30, 1997, Fidelity Investments announced on January 14. Because of redemptions by investors who had invested in Magellan for their retirement accounts, and are now poised to take distributions, the fund has...
January 09, 2008
Smith Replaces Smith as Social Investment Forum ChairCheryl Smith, executive vice president and senior portfolio manager at Trillium Asset Management Corporation, is the new chair of the board of the Social Investment...
January 07, 2008
Firm Adds Portfolios Aimed At Cash-Balance PlansLouis Kravitz & Associates Inc. has come out with financial services products aimed at employers with "year by year" defined benefit pension plans.Kravitz, Encino, Calif., ...