A Tool to Hedge Against the Next Market Downturn
MPT didn’t benefit client portfolios during the financial crisis, but using a single inverse fund can reduce the risks of market volatility.
Farmland: An Increasingly Popular Alternative Investment
A report found that more investors are buying agricultural/farmland assets to diversify and profit from growing global demand for food.
Top Portfolio Products: First Trust, Amplify and Van Eck Introduce ETFs
New ETFs include sector and dividend-paying stock funds as well as municipal bond funds.
Advisors Get More Time for Clients When Outsourcing Investment Management
Northern Trust survey shows financial advisors who use third-party managers have a highly positive view of outsourcing.
Harvard’s Endowment Loses Nearly $2B in Latest Fiscal Year
The prestigious university just reported its worst performance for its endowment since 2009, with timber assets underperforming.
DOL Fiduciary Rule’s Cost for 9 Investment Advice Players: From IBDs to RIAs
A.T. Kearney study sees big asset shifts across formats with IBDs getting walloped.
Fed Leaves Rates Unchanged as 3 Members Dissent
The Fed left rates steady, as expected, but it did suggest a rate hike before year-end, and three Fed members favored raising rates today.
Active U.S. Equity Funds Bled Cash in August: Morningstar
Active U.S. equity funds continued to hemorrhage assets in August while their passive counterparts persisted in performing well.
Ignore These 7 Climate Change Factors at Your Portfolio’s Peril: BlackRock
Financial advisors should add climate change to the list of factors they consider when thinking about portfolio risks, said BlackRock’s Richard Turnhill.
Betterment Renames, Restructures Its Advisor Platform
Betterment Institutional becomes Betterment for Advisors and will offer ETFs from Vanguard and ETFs from Goldman Sachs.