SMA Manager of the Year Todd Solomon on Building a 'SWAN' Portfolio
“We want to make sure we are a true mid-cap product so that we don't overlap with another manager in the [client's] portfolio that may be a large-cap manager,” says Solomon, portfolio manager for Congress Asset Management's Mid-Cap Growth SMA.
SMA Manager of the Year Richard Alpert on Finding the Best Dividend-Paying Stocks
In building its award-winning Dividend Growth portfolio, Alpert and the Raub Brock team look not just for dividend-paying large caps, but also increasing revenues and net income.
Why Investors Should Buy, Not Sell, Commodity Funds
Despite a recent run of poor performance, broad-based commodity funds can bolster a portfolio in the long term, Direxion's head of alternatives says.
SMA Manager of the Year Kera Van Valen on Defining 'Shareholder Yield'
The portfolio manager for Epoch Investment Partners' award-winning Global Equity Shareholder Yield SMA explains how the firm calculates an ADR's 'Shareholder Yield.''
SMA Manager of the Year Duane Roberts on 'Impact' Investing
Can an investor do well by doing good? Dana Investment Advisor's Socially Responsible Equity Strategy's 10-year record puts the lie to the notion you have to give up returns for your principles.
Venture Capital-Backed Companies Raked in $32 Billion in Q2
Mega-round financing and bigger deals drove growth, new report from KPMG International and CB Insights finds.
SMA Strategist Manager of the Year Gary Miller on Modern Portfolio Theory
Miller, winner of the premier Strategist award for Frontier Asset Management, says the firm's process starts with Markowitz, "but we work very hard at better inputs."
This Measure of Copper Is Another Bad Omen for the Commodities Meltdown
A ratio of demand to inventories is at its worst level in two years.
Top 10 Best-Funded State Pensions: 2015
Only two states have fully funded pension plans, according to Pew data.
Exchange-Traded Assets Edge Past Hedge Fund Assets in Q2
For the first time, there is more money invested in ETFs and ETPs than in hedge funds, ETFGI reports.