Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Bank of America Wants More Diversity on Its Investment Platform
By Bernice NapachThe bank is enhancing initiatives to encourage racial and gender diversity in asset managers and their investments.
September 03, 2020
6 Economic Predictions for the Next 5 Years: Northern Trust, 2021The economy will likely bounce back this year, but 2021 and beyond is more uncertain, CIO Bob Browne tells ThinkAdvisor.
September 03, 2020
3 Post-Election Scenarios for Investors to Prep for: UBSUBS provided insights on readying portfolios for some possible election outcomes.
September 02, 2020
Large-Cap Funds Managed by Women Are Outperforming in 2020: GoldmanOnly 3% of large-cap funds are managed entirely by women, while 77% have all-male management teams.
September 01, 2020
Who Made It Into Merrill's Expanded Model Portfolio Lineup?Eight new fund giants come on board, a day after Bank of America says Merrill clients can trade via its mobile app.
August 31, 2020
How ESG Data Affects Investors' Fund Choices: MorningstarEven during market turbulence, investors value sustainability considerations, researchers found.
August 31, 2020
Active Equity Fund Investors Beat Indexers in Q2: DalbarThey withdrew less and invested more on a net basis compared to their passive fund counterparts.
August 31, 2020
Focus Adds $675M ESG-Focused Wealth Group in New YorkThe purchase of Seasons of Advice is the 12th deal for the RIA aggregator this year.