Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
New Global Dividends ETF
By Staff WriterBarclays Global Investors has launched a new ETF based on the Dow Jones EPAC Select Dividend Index of 100 non-U.S. companies that pay high dividends.
June 13, 2007
Russell to Restock Global IndexesRussell Investment Group released on June 12 those companies that will join or leave the Russell 3000 Index when that index of the broad market is reconstituted on June 22. The full list is available on Russell's Web site.
June 13, 2007
Hedge Fund Index up 6.84%Greenwich Alternative Investments released its monthly Hedge Fund Index on June 11, which showed a 2007 YTD return of 6.84%, and a monthly increase of 2.18% for May, compared to an 8.76% YTD increase for the S&P 500 (3.49% for May) and a 1.27% increase (-0.76% for May) for the...
June 06, 2007
No More Equity Research From Prurudential Financial is closing Prudential Equity Group, suspending that group's institutional equity research coverage immediately, and pulling the plug on the equity group's trading and sales arms in 13 cities.
June 05, 2007
The Sixth SensePredicting the market is a highly sought after skill. Knowing where the market is headed and being able to adjust portfolios for future movements is a valuable talent indeed. And while most people might argue that it's near impossible, they would underestimate investment advisors' sixth sense of the market's direction.
June 04, 2007
Dollar Declining, but Not Set to CrashA dollar crisis, with a precipitous decline triggering grave market volatility, could be looming according to a panel of experts at a seminar sponsored by Washington think tank American Enterprise Institute (AEI). The current U.S. deficit totaled about $800 billion in 2006 while China, most notably--where a stock market bubble...
June 01, 2007
Another Asset Class for AdvisorsOver the years, a number of alternative investments have become increasingly available to RIAs and their high-net-worth clientele. Hedge fund of funds burst into the scene about 15 years ago, followed by mutual funds that utilize a plethora of market neutral strategies. Private equity may well be the next piece...
June 01, 2007
Send your clients packingI don't know about you, but if my advisor had a strategy that would allow me to go on vacation without the stress of how it will affect my retirement income, I'd sign up in a heartbeat, as would most anyone. Vacations have never been more popular