Tag Archive for: asset allocation

Is a global infrastructure fund right for your clients’ portfolios?

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With their high returns and low correlations to other major indices over the past five years, investments in global infrastructure-toll roads, airports, utilities and the like-are attracting attention from financial advisors and new products from fund providers. But will such impressive performance continue? And, if you buy the case for this kind of investing, how should you evaluate the funds vying for your attention?

Continue reading my article on infrastructure investing in Advisor Perspectives for insights from Jay Rosenberg, lead manager of First American’s Global Infrastructure Fund, and from Harold Evensky, president of wealth management firm Evensky & Katz.
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Susan B. Weiner, CFA

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Copyright 2008 by Susan B. Weiner All rights reserved

"Tool: Google Trends"

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Google Trends will help you figure out which of your key words are searched most frequently.

Learn more in “Tool: Google Trends” on Erik Sherman’s Writer Biz blog.

Podcasts from CFA Institute Annual Conference

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The CFA Institute’s Annual Conference in Vancouver attracted record attendance. Now, you can listen to podcasts of some of the speakers, if you’ve paid for a Total Access membership in the CFA Institute.

As of May 29, you can listen to:

  • Building a Global Equity Portfolio by Lawrence S. Speidell
  • Prediction Markets: The Collective Knowledge of Market Participants by Justin Wolfers
  • From Beta to Exotic Beta to Alpha Behavioral Finance: What Good Is it? by Meir Statman, Arnold S. Wood, and Jason Zweig
  • Investment Opportunities in Energy by Henry Groppe
  • Investment Strategies to Exploit the Growth of China by Burton Malkiel
  • The Neuroeconomics of Surprise: How the Investing Brain Handles the Unexpected by Jason Zweig
  • Economic Prospects for the U.S. Economy from a Monetary Policymaker’s Perspective by Janet L. Yellen
  • Nurturing Innovation in an Asset Management Firm by Blake R. Grossman