Investing
Investing article library
| Sunday, 01 August 2010
Following is a list of Investing articles published on PortfolioConstruction Forum throughout 2004...
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Investing Article Library 2004...
Presentations and full transcripts from the PortfolioConstruction Conference 2004 are now available... Full Story >
At a recent financial planning conference in Toronto, Burton Malkiel - author of A Random Walk Down Wall Street answered the question "Will indexing work as well in the next 30 years as it has for the last decade?" and previewed his research into hedge funds Full Story >
With inflation gathering steam, US Treasury Inflation-Protected Securities (TIPS) and TIPS funds essentially inflation-linked bonds are becoming more popular due to their inflation hedging properties, according to S&P... Full Story >
According to a new study by Cerulli Associates, while mutual funds remain a central part of US financial advisers' businesses, they are losing ground to hedge funds, private equity funds, ETFs, and, in particular, SMAs. And 60% of younger advisers plan on increasing their usage of non-traditional products... Full Story >
As advisers strive for lower management fess and better performing investments for their clients, LICs have emerged as a potentially inexpensive and attractive alternative. But what are they, what are the advantages, and more importantly, what should you look for - and look out for... Full Story >
A recent report from the Securities Industry Research Centre of Asia-Pacific calls into question the practice of tracking an index such as the S&P/ASX200 Accumulation Index. The report found that an alternative strategy "Buy-Write" produced returns 23% higher than those produced by following the S&P/ASX200 Accumulation Index, and had a lower risk profile over the 14-year period of the study. Sounds complex? It's not really... Full Story >
Hedge funds do not provide the benefits advisers are led to believe, according to an article in the January 2004 issue of the US Journal of Financial Planning... Full Story >
This was the question debated by QIC senior fund manager strategy, David Brown, and ASX manager quantitative analysis market information, John Elfverson, at the final - and very lively! - session of the last Portfolio Construction Forum Researchers' Roundtable of 2003... Full Story >
Active management is proportionately more important now than it ever has been, and new and viable types of active return are emerging, argued David Brown, QIC's senior fund manager strategy at December's Portfolio Construction Forum Researchers' Roundtable. Here are images of David's presentation slides, with full notes... Full Story >
A key focus of each Portfolio Construction Forum Researchers' Roundtable program is the question & answer time where our Inquisitors grill the presenters - in this case, QIC's David Brown and ASX's John Elfverson - on the topic - in this case, active vs passive management of international equities... Full Story >
I'm not sure we got an answer to the question "Should international equities be actively or passively managed?" - at the last Portfolio Construction Forum Researchers' Roundtable meeting of 2003... Full Story >
Active Australian equity fund managers can and do outperform, but international managers struggle to do so, contended John Elfverson, ASX manager quantitative analysis market information at at December's Portfolio Construction Forum Researchers' Roundtable. Here are images of John's presentation slides, with full notes... Full Story >
The choice is simple, contended David Brown, senior fund manager, strategy at QIC, speaking at the last Portfolio Construction Forum Researchers' Roundtable of 2003- hedge and get a small positive return and have a controlled risk, or leave it unhedged and get random and often large foreign currency effects. Here are images of David's presentation slides, with full notes... Full Story >
I think there were five key "take-outs" from the last topic - "To Hedge or Not to Hedge" - at the last Portfolio Construction Forum Researchers' Roundtable meeting of 2003... Full Story >
