Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Model Portfolios Keep Growing on Advisory Platforms
By Michael S. FischerFinancial pros appreciate the added layer of discipline and oversight to investment decision-making, Natixis reports.
February 04, 2021
Why More Advisors Are Open to Outsourcing Investment ManagementMore advisors say that holistic financial planning is their core business purpose, a FlexShares study finds.
February 04, 2021
LifeYield, Allianz Life Team Up on Retirement Solution for Advisors: Tech RoundupAlso, Broadridge introduces ESG Advisory Services.
February 03, 2021
BlackRock's Fink: 'Tectonic Shift' in Passive Investing Is ComingIt will focus on customized sustainable indexes for investors, stripping out companies that don't align with their values.
February 03, 2021
Schwab Exec Outlines Service 'Challenges,' Plans for ImprovementThe company is reviewing some decisions related to the TD Ameritrade integration to improve client service, CEO Bettinger says.
February 02, 2021
SEC Creates New Senior Role Focused on Climate Change, ESGSatyam Khanna, a former counsel to ex-Commissioner Robert Jackson, will be the agency's first senior policy advisor on climate and ESG.
February 02, 2021
O'Shaughnessy Custom Indexing Platform Tops $1BFirm's CEO sees further growth ahead, as "investors will no longer want to settle for investing fully in someone else's formula. Investors will want their own."
February 02, 2021
New York Life Affiliate to Start Health Improvement ETFGlobal-X and Middlefield also offer health and wellness funds.