Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Streak Stymied
By Staff WriterAn 18-quarter run of double-digit earnings growth came to an end in the fourth quarter of 2006, thanks to tough year-over-year comparisons in energy, information...
April 02, 2007
Lincoln Launches New Blend Of ProductsLincoln National Corporation has introduced an array of life, annuity and linked-benefit products under its new Unified Product Portfolio brand.Lincoln, Philadelphia, says it plans to ...
April 01, 2007
Par ExcellenceWhile there are some 5,000 separately managed account products in the market, not all are "considered legitimate SMA management firms for managing an advisor's client...
April 01, 2007
Behind the CurtainRIAs and their high-net-worth clients have dramatically increased the use of alternative investments in their portfolios in recent years, and are on track to continue...
April 01, 2007
Is Your Portfolio Bilingual?Harvard University's rich (and closely watched) endowment continues to capture stellar returns. The $29.2 billion Harvard investment portfolio earned an annualized 10-year performance of 15.2 percent...
April 01, 2007
Sign of the TimesResearch: Can you tell us a little about CSAG? Pener: Conflict Securities Advisory Group (conflictsecurities.com) is a private, impartial information provider that maintains the world's only...
March 30, 2007
Insurance Group Voices Support for LegislationThe American Council of Life Insurers voiced its support for a bill that would provide special tax treatment for income received by retirees from annuities.
March 30, 2007
SMA Award Winners RevealedInvestment Advisor and its awards partners, Prima Capital and Standard & Poor's, announced on March 30 the winners of the third annual Separately Managed Accounts Awards.