Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Global, International, Emerging Market Equity Manager of the Year: Schroders Investment Management/Hartford Funds
By Janet LevauxJames Gautrey and Simon Webber lead a large-cap core strategy focused on companies with "mispriced growth" or "growth gaps."
June 22, 2021
Fixed Income Manager of the Year: Brandywine Global Investment Management"Managing fear" and finding value helped fuel the strategy's success in 2020.
June 22, 2021
Large Cap Equity Manager of the Year: Harbor Capital/Jennison AssociatesThe portfolio team looks at a longer-term horizon than others and at companies that create "true economic value."
June 22, 2021
Large Cap Equity Manager of the Year: Columbia Threadneedle Investments"Pessimism" is key to this strategy, which had a 23.1% return in 2020, says its portfolio manager Guy Pope.
June 22, 2021
Strategist & Overall Manager of the Year: WestEnd AdvisorsFour of the five high-conviction strategies are built with ETFs from Vanguard, BlackRock and State Street.
June 21, 2021
What Should the SEC Require in Climate Change Disclosures?The agency received hundreds of responses to its call for input on climate change disclosure rules.
June 21, 2021
New Firm Launches Advisor-Focused Solution for Private MarketsEPIC is focusing on advisors now, but the "goal is to open up this asset class to a much larger universe of investors," its managing principal says.
June 18, 2021
Jeremy Siegel's 7 Economic Predictions for Advisors and InvestorsThe Wharton finance professor expects prices to rise 20% or more over the next three to four years.