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BusinessWeek
August 4, 2003
Lewis Braham |
Funds That Make the A-List These funds are proving to be stalwarts in a still-iffy market   |
BusinessWeek
January 23, 2006
Lauren Young |
Funds: The Easy Way To Find The Best This Mutual Fund Scoreboard turns up funds you might never have heard of otherwise. |
BusinessWeek
January 26, 2004
Lauren Young |
The Cream Of The Crop In Mutual Funds After the tough times and the scandals, this year's Scoreboard will come in especially handy. |
BusinessWeek
August 1, 2005
Lauren Young |
A Green Light For Blue-Chip Funds Returns have been off lately, but funds investing in big-cap stocks are set to rebound. |
Entrepreneur
September 2004
Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners. |
BusinessWeek
May 3, 2004
Lauren Young |
Small-Caps That Still Want You Many hot small-company stock funds are closed to newcomers. Check out these small-cap funds that still welcome new investors. |
Registered Rep.
November 1, 2005
Stan Luxenberg |
Alpha Dogs To protect clients, financial advisors should consider mutual funds with steady results and strong risk-adjusted returns. Sounds obvious, right? But doing so may mean taking a pass on a fund with gaudy returns. Big returns often equate big risks. |
BusinessWeek
April 12, 2004
Lauren Young |
Where Investors Hunt For Refuge As the bull struggles, they're playing it safer at home -- and investing more abroad. A look at where the money is flowing to, and the outlook from some mutual fund managers. |
BusinessWeek
January 22, 2007
Lauren Young |
Meet The Funds That Perform Taking the guesswork out of picking mutual funds. |
BusinessWeek
March 1, 2004
Vickers, Henry & Miller |
Is The Bull Ready To Catch Its Breath? Valuations aren't really out of whack -- and a correction may be a buying opportunity. Stocks have been on a tear since they bottomed out last March. |
Financial Advisor
March 2004
Raymond Fazzi |
No Letup In Real Estate When the equity market sank during the three years leading up to 2003, investors were able to find some measure of comfort by moving money into REITs and other real estate investments. |
Commercial Investment Real Estate
Mar/Apr 2003
Gretchen Pienta |
Building a Powerful Portfolio Learn which commercial real estate vehicle provides a strong foundation for your clients' investments. |
Entrepreneur
June 2005
Dian Vujovich |
Living Large Large-cap companies are looking attractive again. |
BusinessWeek
February 9, 2004
Lewis Braham |
That's Some Sharp Hedging A fund in double digits since 2000 chalks up some of its success to its hedging strategy. |
Registered Rep.
March 1, 2003
Stan Luxenburg |
Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance). |
BusinessWeek
March 20, 2006
Lewis Braham |
Is Your Manager Earning His Keep? One way to evaluate your fund manager is to benchmark him against himself. |
Investment Advisor
January 2006
Kathleen M. McBride |
Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional. |
Financial Planning
June 1, 2005
Russell Wild |
Style War Some financial advisers argue that there's more than one way to slice a portfolio. |
Real Estate Portfolio
Jan/Feb 2002 |
Q&A with Jacques Brand Jacques Brand, managing director, global head of real estate, lodging and gaming for Deutsche Banc Alex. Brown, shares his thoughts on the capital markets for publicly traded real estate and the industry as a whole... |
Registered Rep.
September 1, 2004
Stan Luxenberg |
A Question of Size If there is safety in numbers and comfort in size, fund investors are now putting their need for reassurance on parade. |
Investment Advisor
April 2006
Kathleen M. McBride |
Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever. |
Financial Planning
August 1, 2005
Ilana Polyak |
Fund Manager Profile: Middle Manager Thyra Zerhusen seeks unloved stocks in the mid-cap sector for her ABN Amro fund. |
Real Estate Portfolio
May/Jun 2002
Martin Sinderman |
Q&A with Ron Sturzenegger Ron, Managing Director, Real Estate and Lodging Investment Banking at Banc of America Securities, has spent all 16 years of his investment banking career focused on REITs... |
BusinessWeek
February 2, 2004
Young & Gutner |
Why You Belong In Bonds Even when rates rise, bond funds provide a market cushion. We've done the math to find the best ones for right now. |
Financial Planning
April 1, 2006
Len Reinhart |
The Equity Puzzle Stocks are a critical component of lifetime investment plans, but clients need more than cookie-cutter allocations and market-mirror index funds. |
Real Estate Portfolio
Nov/Dec 2004
Art Gering |
A Perfect Fit Over time, REITs have proven to be the missing piece for building a well-diversified portfolio. |
BusinessWeek
August 4, 2003
Frederik Balfour |
Offshore Funds Take Flight Again With worries about war and SARS fading, they moved higher |
Entrepreneur
November 2003
Dian Vujovich |
Value Added Here's a midcap fund that's more than just middle of the road. |
Investment Advisor
January 2006
Kathleen M. McBride |
Many Happy Returns Stratton Growth Fund has displayed a disciplined approach to all-cap value investing that has outperformed for decades. |
Financial Planning
April 1, 2006
Susan B. Weiner |
The Middle Ground Mid-cap stocks have yet to command as much respect from advisers and investors as their small- and large-cap peers. Now mid-cap stocks find themselves in an unusual place -- the spotlight -- after a strong showing in 2005. |
Financial Planning
March 1, 2006
Craig L. Israelsen |
Hidden Measures How did U.S. stocks perform versus U.S. equity mutual funds last year? The market-cap bias in measuring stock returns tends to obscure the true return picture. |
Financial Planning
March 1, 2005
Israelsen & Clement |
Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004. |
BusinessWeek
September 12, 2005
Lewis Braham |
Building A Focused Fund Of Your Own Portfolios of under 50 stocks have outrun the market with less risk. Here's how they do it. |
Real Estate Portfolio
Mar/Apr 2003
Mike Fickes |
Imagination at Work GE Real Estate, a unit of General Electric, continues to make aggressive strides in expanding its global real estate portfolio. And while real estate may not be the company's signature business, GE Real Estate has amassed a portfolio valued at $27.4 billion and growing. |
Real Estate Portfolio
Mar/Apr 2006
Jennifer D. Duell |
Fund Raising This year, many industry experts are forecasting improved real estate fundamentals and yet another good year for REITs and real estate mutual funds. |
AskMen.com
April 14, 2002
Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
BusinessWeek
August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. |
Financial Advisor
March 2006
Marla Brill |
Leaving The Nest Graduates of small- and mid-cap Baron funds find a home at its Fifth Avenue Growth Fund. |
Real Estate Portfolio
Sep/Oct 2002 |
Q&A with Bob Lieber Bob Lieber, co-head of Lehman Brothers' Global Real Estate Investment Banking unit, shares his thoughts on the capital markets for publicly traded real estate and the industry as a whole. |
Real Estate Portfolio
Nov/Dec 2002 |
Expanding the REIT Investor Base As REIT stocks have outperformed other investments, grown in popularity and become more liquid in recent years, Portfolio asked fund managers if they have seen evidence that the investor base for the industry has expanded or diversified to include more non-dedicated investors. |
BusinessWeek
October 4, 2004
Lauren Young |
If Rates Are Up, Why Are Bonds? It's not supposed to happen this way. The Federal Reserve is hiking short-term interest rates, yet yield-oriented investments are thriving. |
Real Estate Portfolio
Nov/Dec 2003
Art Gering |
Undefined Contributions Although a large number of companies invest in real estate in their defined benefit plans, many deny their employees the same advantages in their 401(k) plans. |
Registered Rep.
March 1, 2006
Stan Luxenberg |
The Problem of Success If you overweighted clients' small-cap stock funds exposure a few years back, you're looking like a genius. But what now? Anyone seeking a small-cap choice faces a hard problem: Nearly all the top candidates have been closed. |
Real Estate Portfolio
May/Jun 2003 |
Munder Small Cap Value Fund A brief snapshot of the fund and its view on REITs. |
The Motley Fool
August 17, 2004
Shannon Zimmerman |
Time to Buy? The market downturn this summer has handed smart fund investors a world-class opportunity to go shopping down the equity market's large-cap growth aisle. |
Real Estate Portfolio
May/Jun 2002
Darlene Bremer |
Small Wonders Can investing in small and micro-cap REITs still bring big rewards? |
BusinessWeek
August 9, 2004 |
A Fund That's Outgrowing The Small Fry Wasatch's new large-cap fund taps insight gleaned from its small-cap experience. |
Real Estate Portfolio
Jan/Feb 2005 |
2005 Investor Outlook A panel of leading REIT investors offered cautious optimism on the near-term health of the real estate market and little doubt about the long-term value of REIT investing. |
Knowledge@Wharton
August 13, 2003 |
Risks and Costs of Socially Responsible Investing Investors concerned about social, environmental, labor or religious issues may be willing to sacrifice some financial return. But how much must they give up? |
Financial Advisor
June 2004
Kevin M. Wilson |
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest? |
