Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
SEC Votes to Restrict Shareholder Proposals
By Bernice NapachThe agency voted to raise the thresholds required for shareholders to submit proxy proposals.
September 21, 2020
Franklin Templeton Launches New Tool for Advisors: Portfolio ProductsAlso, Invesco expands its lineup of Defined Maturity Bond ETFs.
September 18, 2020
Sustainable Fund Performance Beats Peers: Morgan StanleyFurther, despite the pandemic, net inflows to ESG funds are breaking records this year.
September 18, 2020
To Survive a Market Crash, Think Like an Institutional Investor: Morningstar Panel"The stock market is the only store where, when there's a sale, everybody runs out of the store," Larry Siegel of the CFA Institute Research Foundation says.
September 18, 2020
9 Stocks to Avoid in a Struggling Economy: MorningstarThese firms lack competitive advantages, Morningstar's Susan Dziubinski says.
September 18, 2020
Goldman Sachs Partner Has a Warning on Big Tech Stocks"A lot is happening" beneath the current market rally, Katie Koch, co-head of the fundamental equity team, tells ThinkAdvisor.
September 17, 2020
Is That Portfolio ESG-Friendly? New Service Helps Advisors Find OutOpenInvest, a firm backed by Andreessen Horowitz and Y Combinator, has launched a subscription-based service called Portfolio Diagnosis.
September 16, 2020
Most Fund Managers Say Recession Is Over: BofAFour in five fund managers expect global growth over the next 12 months, the highest level in 17 years, according to BofA's monthly survey.