Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Putnam Investments Prepares to Enter ETF Market
By Bernice NapachThe firm plans to launch four actively managed equity ETFs this spring after registering with the SEC.
February 12, 2021
DFA's ETF Market Debut Is a Big SuccessIts three ETFs introduced in November and December have amassed $700 million in assets.
February 08, 2021
Goldman: 4 Reasons to Overweight U.S. Stocks, Downplay Inflation WorriesSharmin Mossavar-Rahmani, CIO of the wealth unit, explains why she doesn't buy into the consensus that investors should favor emerging markets.
February 08, 2021
State Street Launches its First Actively Managed Muni Bond ETF: Portfolio ProductsAlso, Citi introduces ESG World Indices, while QMA rolls out flexible ESG and active tax management SMA platform for RIAs.
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.