Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
THE GLUCK REPORT, Part II: Portfolio Management Moves onto the Web
By Staff WriterThe three PMS programs we reviewed this month, Schwab PortfolioCenter, Advisors Assistant, and dbCAMS, are desktop applications, but desktop applications are becoming less common. Most...
November 24, 2004
Financial Services At The Center Of M&A PartyWith private equity giant Blackstone Group taking over Equity Office Properties Trust, Nasdaq Stock Markets bid for the London Stock Exchange, and Bank of America's plan to buy Schwab's U.S. Trust division, financial services are in the thick of the merger-mania that is sweeping global markets.
November 09, 2004
IDS, NorthStar Hope to Cover Investment Management from Front to BackNEW YORK (HedgeWorld.com)--Integrated Decision Systems Inc. and NorthStar Systems International plan to partner to offer clients a broader array of wealth management tools. The two firms announced a partnership that will pair NorthStar's wealth and asset management technology with IDS' portfolio accounting and performance measurement solutions. Officials at both firms...
November 01, 2004
MetLife To Offer 5 Packaged 401(k) PortfoliosNU Online News Service, Nov. 1, 2004, 4:22 p.m. ESTOne of the biggest U.S. financial services companies is joining the asset allocation movement.[@@]MetLife Inc., ...
November 01, 2004
Madison Capital Names Portfolio DirectorNEW YORK--(HedgeWorld.com) Madison Capital Management LLC, has appointed Kristina Smorol as a portfolio director. Ms. Smorol will work primarily on investments in real estate securities for Madison's joint venture with Pramerica's real estate investment management arm and other funds managed by Madison. The joint venture concentrates on nontraditional real estate...
November 01, 2004
THE GLUCK REPORT, Part I: Farewell to Portfolio 2000Ending one of the biggest technology stories to hit the independent advisor market in the last decade, Advent has pulled the plug on its Portfolio...
October 28, 2004
Fund in Focus: First American Mid-Cap Growth Opportunities FundNancy Barber and David Lettenberger, managers since May 2003 S&P Rank: 5 Stars A Makeover Boosts Tech and Health Care