Asset allocation

Innovative ways to pick stocks

Innovative metrics are a must for effective stock selection

By Dean DiSpalatro |October 16, 2013

5 min read

TIGER 21 releases Q2 allocation

TIGER 21 has released its latest asset allocation report, providing a snapshot of how an important segment of North America’s affluent investors position their portfolios for wealth preservation. The report represents investment exposure as of the end of the second quarter of 2013.

By Staff |July 12, 2013

2 min read

Money manager assets reach record high

After four years of stalled growth, money managers’ assets under management (AUM) worldwide rose to a high of US$62.4 trillion in 2012— topping the 2007 record of $57.2 trillion.

By Staff |July 10, 2013

2 min read

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