Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
LPL to Add SMAs to Model Wealth Platform
By Jeff BermanThe enhancement lets advisors combine multiple investment types in one account and will be rolled out to all advisors over the next few months.
August 02, 2021
LPL Drops Account Minimums on Some PortfoliosThe move affects its advisory platform, which includes six multi-manager funds.
August 02, 2021
O'Shaughnessy Expands Custom Indexing Platform: Portfolio ProductsOSAM has introduced a suite of emerging and developed markets strategies on its Canvas platform.
July 30, 2021
Broad-Based Recovery Bodes Well for StocksInvestors are wondering if growth is at its peak.
July 26, 2021
Parametric Adds Tax-Managed Product With Low Minimum: Portfolio ProductsTwo active fixed income funds also launched: the Gavekal Asia Pacific Government Bond ETF and VectorShares Min Vol ETF.
July 23, 2021
Goldman: What Family Offices Do DifferentlyThese investors benefit from a lack of defined investing timelines and the absence of outside interference, the survey found.
July 22, 2021
4 Emerging Trends in Fixed Income Investing: State StreetThe asset manager asked global institutional investors about their fixed income investing priorities over the next three years.
July 20, 2021
Trendspotter: Direct Indexing Poised to Hit the MainstreamVanguard, BlackRock and Morgan Stanley have made major deals for direct indexers as investors demand more customization.