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 Options Tools
By Kara P. StapletonAn online resource on stock compensation--myStockOptions--has launched a new level of membership, specifically for financial planners, wealth advisors, and CPAs. myStockOptions Pro (MSO Pro allows...
February 01, 2007
Great-West Lifeco Looks South to Buy Putnam InvestmentsPutnam Investments' parent company, Marsh & McLennan, is selling the investment company to Great-West Lifeco, Inc., a Winnipeg, Manitoba-based subsidiary of Power Financial Corporation, for $3.9 billion, according to a February 1 announcement.
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., ...