Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
ARK Tops BlackRock in Flows, Files to Launch Space ETF
By Bernice Napach"Cathie Wood has the Midas Touch right now," ETF expert Nate Geraci says.
January 13, 2021
ARK's Cathie Wood: Big Shift From Bonds to Stocks Is ComingAlternative assets, including real estate and Bitcoin, will also benefit from this shift, she says.
January 13, 2021
Top 10 Predictions for Wealth Management in 2021: Aite Group"The length of the pandemic is changing our industry for good," Aite research director Alois Pirker says.
January 11, 2021
Sound Income Strategies Launches ETFs for Retirees: Portfolio ProductsAlso, new Hamilton Lane fund expands access to private markets for individual investors.
January 11, 2021
33 Undervalued Stock Picks for 2021: MorningstarHere are some stocks that have room to grow in 11 sectors, according to the research firm.
January 08, 2021
SoFi Plans to Go Public via SPACThe deal involves a special-purpose acquisition company and private investment combination, valuing the company at $8.65 billion.
January 08, 2021
Beware These Pitfalls When Investing in Thematic FundsMorningstar analyst Daniel Sotiroff explains why so many have short lives and how best to use them in portfolios.
January 07, 2021
State Street and Pimco Team Up in Launch of Cloud-Based Asset Platform: Tech RoundupMicrosoft and McKinsey are also involved. Meanwhile, Franklin Templeton teams with Vestwell on a new managed account offering.