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.
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.''
Tiger 21’s Ultra-Wealthy Members Pile More Money Into Real Estate
Here's where members of the ultra-high-net-worth investing club put their money in the second quarter.
A Pension Fund Comes to Its Senses
San Diego County's pension board has fired its outside pension-fund manager, Salient Partners, for its high leverage and costs and poor performance. There's a lesson here.
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.
Top 10 Mutual Fund Firms Most Trusted by Advisors: Cogent
An advisor’s trust in an asset manager has the biggest impact on whether they will invest with that company, a Cogent study 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."
James Rothenberg of Capital Group Dies at 69 of Heart Attack
He joined the mutual fund family in 1970 and was a portfolio manager of the Growth Fund of America.
Energy Part 2: ETFs and Mutual Funds
In today’s challenging markets, many investors are turning to sector investing. The energy sector may be a good place to begin for two reasons.