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
ETF Advisor: ETFs for Cash
By Vaughan ScullyWith investor interest in exchange traded funds seemingly endless, fund sponsors are busy exploring every nook and cranny for new fund ideas. Over the past...
June 01, 2009
Soapbox: Algorithms vs. ArithmeticThere are security analysts and financial advisors who have no fear about taking positions in derivatives based on arcane algorithms. But for some reason, these...
June 01, 2009
Asset AllocationBehind the Numbers, with Jeffrey Kleintop In his May 4 weekly commentary LPL Financial's chief market strategist noted that, "The prospects for recovery by year-end have...
June 01, 2009
Venture Populist: Private PracticeThe cover story for April's The Atlantic was a timely article called "Why I Fired My Broker" in which Jeffrey Goldberg recounts the misgivings of...
June 01, 2009
The Green Advisor: More On Climate Change OpportunitiesWhen I last wrote about climate change (March 2009, "Climate Change Opportunities"), it generated a number of negative responses from readers, including one e-mail which...
June 01, 2009
Clark at Large: Embracing ChangeWhen Tom Lydon's receptionist told me that he was on the phone and would have to call me back, I couldn't have been more surprised....
June 01, 2009
A 20-Year Investment ThemeIn September 2007 Schroder launched its ISF Global Climate Change Equity Fund, which is based in Luxembourg and currently only available to European investors. On...
May 28, 2009
Setting the StandardIt would not be hard, in fact, to construct a well-organized portfolio with a collection of ETFs small enough to count on one hand. In fact, Standard & Poor's publishes three model portfolios that do just that