Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Bill Would Allow ESG Criteria, Investments in Retirement Plans
By Melanie WaddellSen. Tina Smith's bill would "formally repeal" the Trump-era rule on ESG investing.
May 17, 2021
Swedroe Says 'Ignore All Forecasters,' Market NoiseThe strategist says advisors can also disregard market outlooks, which have "nothing to do with the client's financial and life goals."
May 17, 2021
Dodge & Cox Launches First New Fund in 6 YearsO'Shaughnessy Asset Management has introduced a set of new defensive and models on its custom indexing platform.
May 10, 2021
J.P. Morgan Partners With Nationwide to Launch a Variable AnnuityAlso, 55ip and Principal Financial announce new partnerships with model portfolio providers Fidelity and Wilshire Advisors, respectively.
May 06, 2021
David Swensen, Yale Endowment's Pioneer Manager, Dies at 67Swensen managed one of the most-watched and best-performing college endowments for more than three decades.
May 05, 2021
UBS Adds Third-Party Model Portfolios to No-Manager-Fee SMA OfferingUBS Wealth Management clients will now have access to model strategies from BlackRock, JPMorgan and other asset managers.
May 03, 2021
More Cryptocurrency Funds Are Coming to Market: Portfolio ProductsMeanwhile, Ric Edelman's crypto council announced another educational partnership for advisors.
April 30, 2021
Andy Friedman: Tax Bill Is a Must-Do This YearBiden's "tax increases are going to accompany stimulus that is much greater than the tax increases themselves," says Friedman.