Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Specialty Manager of 2022: Lazard
By Ginger SzalaThree key areas of portfolio's success in 2021 included investments in the railway sector, toll roads and utilities based in the United Kingdom.
June 16, 2022
Meet the 2022 Asset Manager of the Year WinnersThe top active managers, picked by judges from Envestnet and ThinkAdvisor, stand out for their consistent ability to create alpha for investors.
June 15, 2022
Ark's Cathie Wood Sees Deflation Risk, Defends Innovation StocksHer flagship Ark Innovation ETF (ARKK) is down more than 65% from a year ago.
June 15, 2022
Fed Hikes Rates 75 Basis Points; Powell Says 75 or 50 Likely in JulyCritics have slammed the Federal Reserve for not anticipating the fastest price gains in four decades and for being too slow to respond to them.
June 15, 2022
Goldman, Citigroup, Bridgewater Leaders Imagine Markets in 2052Thirty years ago the internet was in its infancy. What will the next 30 years bring?
June 14, 2022
Many Firms Failing to Engage the Emerging Wealthy: CapgeminiWealth managers need to rethink their strategies as the demographics of millionaires evolve, the group reports.
June 14, 2022
ESG Plan Fails to Protect Retail Investors: SEC RoundupThe plan likely exceeds the SEC's authority, says Larry Cunningham, George Washington Law School professor of corporate governance.
June 13, 2022
Schwab to Pay SEC $186M Over 'No Hidden Fee' Claims for Cash-Heavy RoboIntelligent Portfolios' cash allocations, up to 29%, made money for Schwab while reducing returns, the SEC said.