Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Way Up
By Mike PattonThere are many different approaches advisors utilize when managing money for clients. Some adopt a passive strategy buying only the indexes while others pursue alpha...
September 01, 2009
Tactical Versus StrategicIn strategic asset allocation, long-term capital expectations are integrated with a client's goals and a target allocation is established. With tactical asset allocation, adjustments are...
September 01, 2009
Danger & Opportunity: Futures EducationYou've all heard the common wisdom about investing in 2008, and perhaps you've even said it yourself: Diversification didn't work in 2008, because in that...
September 01, 2009
Value Versus GrowthOver time, value stocks have outperformed growth stocks and have done so with a lower standard deviation (see first table below). The coefficient of variation...
September 01, 2009
The ETF Advisor: Pick a Country, Any CountryThe rally in foreign and emerging market stocks during the first half of 2009 has awakened within U.S. investors an apparently long slumbering desire to...
September 01, 2009
Responsible Investing White PaperYou can download a copy of the Robeco/Booz & Co. white paper: "Responsible Investing: A Paradigm Shift" here.
August 31, 2009
Editor's Choice for August 31, 2009: Market-Moving News for This WeekWhat's happening this week