Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
S&P Gives Best Rating to Two New Money Market Funds
By Staff WriterStandard & Poor's has bestowed on two new money market funds its highest money market rating, AAAm. The AARP Money Market Fund, and the Goldman Sachs Yen Liquid Reserves Fund are the latest in a series of money market funds to receive this rating.
May 01, 2007
Tech True Believers Hard to FindTech stocks have been in a three-year funk, having come out of the late 1990s dot-com bubble with little more than a thready heart beat. With a slew of important product updates this year, including the Microsoft Vista operating system, I figured that this was the time to commit to...
May 01, 2007
Bill Gross on the Housing CrisisIn an April essay discussing the housing market and the subprime lending issue, Bill Gross, manager of the $102 billion PIMCO Total Return Fund, discusses...
May 01, 2007
Catching up with...The search for investments that consistently produce above-market returns, aren't correlated to the overall markets, and carry a relatively low minimum may have become a...
April 30, 2007
Elizabeth Krentzman Rejoins Deloitte & ToucheElizabeth Krentzman, the former general counsel for the Investment Company Institute (ICI) has rejoined Deloitte & Touche's enterprise risk services and audit subsidiary, Deloitte & Touche LLP, as a partner and chief advisor to the investment management industry group's regulatory consulting practice.
April 30, 2007
Morningstar Mutual Fund and ETF Data Goes WirelessMorningstar Inc. announced that under a deal with Pyxis Mobile, a wireless software provider, the company will launch in May Morningstar Mobile for Wholesalers, which will allow mutual fund wholesalers to access Morningstar mutual fund and ETF data using their wireless mobile devices.
April 25, 2007
UBS Goes GreenUBS will launch the first Global Warming index (UBS-GWI), a tradable benchmark for global investments in the weather derivatives market that is created using liquid, actively traded heating degree day (HDD) and cooling degree day (CDD) weather futures contracts, which settle on the difference between the average daily temperature and...
April 18, 2007
Tax Holiday Over for Fund ShareholdersA study from Lipper released April 17 says that buy-and-hold shareholders paid $23.8 billion in taxes on a record high $418.5 billion in distributions in 2006; that's a big bite out of total returns.