Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
February 01, 2007
Asset Allocation, February 2007To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here
February 01, 2007
A Matter of StyleBy Craig Callahan, founder and president of Icon Advisers in Denver, and C. Thomas Howard, professor of finance at the Daniels College of Business, also...
February 01, 2007
About the manager, Brent LynnBased in Denver, Brent Lynn manages about $9.5 billion as executive VP and portfolio manager of the Janus Overseas Fund and portfolio manager of other...
February 01, 2007
Investing With StyleIn a series of articles appearing in Investment Advisor (September 2005, January 2006, and February 2006), we criticized the market-cap/value-growth characteristic grid used for categorizing...
February 01, 2007
Separate Accounts Capture More AssetsPMFM has caught onto a trend, or is perhaps helping cause the trend, with its emphasis on the use of separate accounts for its clients...
January 30, 2007
Jackson National Updates VA PortfolioA large annuity manufacturer has changed the investment portfolios available with its variable annuities.Jackson National Life Insurance Company, Lansing, Mich., a unit of Prudential P.L.C., ...
January 30, 2007
Jackson National Updates VA PortfolioA large annuity manufacturer has changed the investment portfolios available with its variable annuities.Jackson National Life Insurance Company, Lansing, Mich., a unit of Prudential P.L.C., ...
January 19, 2007
529 Tool Crosses Bordersoseph Hurley, founder of Savingforcollege.com, has announced an enhancement to the site's State Tax 529 Calculator. As they have in the past, users supply their state of residence, marital status, and the investment they intend to make in the 529 plan in dollars for the year. The calculator then demonstrates...
January 18, 2007
Getting In on IPOsThere may be nothing in the investment field that generates more passionate and varied emotion than the topic of initial public offerings (IPOs). For clients who have not been able to get into enough IPOs on their own, or who want professional management of an IPO portfolio, there is a...
January 17, 2007
Energy Outlook for 2007While S&P projects real U.S. GDP (gross domestic product) growth will slow to 2.3% in 2007 from 3.3% in 2006, the world economy looks solid. S&P Economics is calling for global GDP growth of 3.2% in 2007 vs. 3.8% in 2006, driven by growth in emerging countries, particularly China. This...