Asset allocation

Know your client’s retirement needs

As fresh market warbles hit worldwide stock indexes, many investors slammed down the brakes—or at least flinched—as their portfolios took a tumble. Most exposed to a sudden decline were those nearing retirement, with little time left to recover losses.

By Raf Brusilow |June 17, 2013

3 min read

Market Insights

2 tips to extend retirement funds

As clients live longer, so must their savings.

By Noel Archard |May 13, 2013

2 min read

Market Insights

Build long-term portfolios

Even under the best of conditions, they magnify errors.

By Brad Steiman |May 6, 2013

2 min read

Industry

Stop playing with your optimizer

Even under the best of conditions, they magnify errors.

By Brad Steiman |May 3, 2013

4 min read

IMF concerned about overheating in Asia

The International Monetary Fund has raised concerns over fast credit growth and soaring asset prices in Asia as a result of growing fund flows. The Fund has a positive outlook for the region as a leader of the global growth, but it’s tempered with a cautionary note to policymakers about the region’s potential for overheating, […]

By Staff |April 29, 2013

1 min read

Will you invest in horse sperm?

Tired of bonds that pay peanuts, investors are turning to Charlie Brown merchandise. And some asset-backed securities involving horses. The current push from investor will likely turn these exotic asset-backed securities, made from shipping containers to timeshares and pizza restaurant profits, one of the most sought-after on Wall Street, reports FT.com. These securities are created […]

By Staff |March 15, 2013

1 min read

Asset allocation

Know your client’s retirement needs

2 tips to extend retirement funds

Build long-term portfolios

Stop playing with your optimizer

IMF concerned about overheating in Asia

Craft better portfolios

Break home bias

New methods for asset allocation

Will you invest in horse sperm?

Risk aversion creates retirement risks