Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Vanguard: 60/40 Portfolio Down but Not Out
By Dinah Wisenberg Brin"The 60/40 portfolio is not dead, it's simply readjusting at this point," said Matt Sheridan, Vanguard senior investment consultant.
June 22, 2022
Portfolio Insights and Outlooks (Video)Asset Manager of the Year Award winners explain what they did in 2021, as well as how they're adjusting their portfolios in 2022.
June 22, 2022
Driving Excellence in Asset Management (Video)Asset Manager of the Year Award winners highlight the processes, philosophies and methods that support stellar performance.
June 22, 2022
Zooming In on Intelligent Financial Life (Video)Envestnet CEO Bill Crager, industry partners, and this year's award winners define and discuss this groundbreaking development.
June 20, 2022
JPMorgan Strategists See Equity Stress Easing in Second HalfWall Street strategists expect the S&P 500 to mostly bounce back, ending just 3% lower for the year, according to a Bloomberg survey.
June 17, 2022
How the Markets, World & Wealth Have Changed Over 30 YearsA look at the big trends that have survived other financial crashes (in 2000 and 2008) and military conflicts (like the Iraq War).
June 16, 2022
Large Cap Equity Manager of 2022: Alley CompanyThe portfolio had a strong performance in 2021, beating the Russell 1000 Value Index by 2.6%, according to Envestnet.
June 16, 2022
Large Cap Equity Manager of 2022: Wakefield Asset ManagementThe large-cap strategy has achieved a roughly 10% earnings beat rate vs. the S&P 500 over 20 years, according to Envestnet.