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
January 01, 2006
Latin Funds Soar NorthwardInvesting in Latin American stocks has been very lucrative the past few years. The continent offers immense commodities and natural resources, a cheap labor force,...
January 01, 2006
Boxes Are Not ClassesIn the September 2005 Investment Advisor, we showed that investing constrained by characteristics (value-growth and market capitalization) costs investors almost 300 basis points per year...
January 01, 2006
Mostly Sunny or Partly CloudyLike most questions, the answer depends on whom you ask. We are fortunate here at Investment Advisor in that we have not one expert to...
November 01, 2005
Catching Up With . . . Quincy Krosby of The HartfordAgainst a backdrop of economic uncertainty made worse by the second catastrophic hurricane to rip through the Gulf of Mexico and hit the oil and...
October 01, 2005
Catching Up With . . . Kathleen CamilliJust before Hurricane Katrina struck a glancing category 1 blow at south Florida and then roared through the Gulf of Mexico to devastate Louisiana and...
September 01, 2005
SMA and Wrap UniformityThe CFA insitute wants your clients to see investment performance for separately managed accounts (SMA) or wrap fee accounts calculated in a uniform way in...
September 01, 2005
But Are They a Good Deal?When could it make sense for an advisor to use an asset allocation fund for a client? Perhaps when advisors want to achieve lower risk through...
February 22, 2005
Phoenix Unit Hires Strategic AdvisorNU Online News Service, Feb. 22, 2005, 3:40 p.m. ESTThe asset-management unit of a Hartford insurer has retained a consulting firm.[@@]The money manager, Phoenix ...
February 17, 2005
SEC Likely to Scrutinize Advisers' Adherence to Disclosed Investment StrategiesTraditionally, hedge fund advisers have been accustomed to investing pursuant to vaguely drafted investment guidelines that permit a wide range of possible investment options. A typical hedge fund private placement memorandum might include language stating: To accomplish this objective, the Fund will employ its research-driven investment process, balance longs and...
February 02, 2005
Monte Carlo Simulations Now OK For Brokers To Use With ClientsMonte Carlo Simulations Now OK For Brokers To Use With ClientsByBrokers just received a Valentine in the form of a new regulation permitting them to ...