Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Boomer Men Like Sustainable Investing, Too: Morningstar
By Bernice NapachA new report dispels the myth that only women and young people favor sustainable, including ESG, investments.
April 22, 2019
New App Makes Proxy Voting Easier for Individual Investors: Portfolio ProductsAlso, m+ funds expanded its Defined Outcome Fund menu and MarketAxess launched a suite of U.S. Investment Grade Indexes.
April 19, 2019
Professional Fund Buyers See a Challenging Year Ahead: NatixisA Natixis poll finds professional fund buyers selectively use alternatives and favor active management.
April 19, 2019
Vanguard Tops Q1 Flows: MorningstarThe fund giant took in $62 billion, more than its next three competitors combined, according to a research analyst.
April 19, 2019
3 Sustainable Investing Questions Advisors Need to Be Able to AnswerThese questions give you a chance to build deeper relationships with clients — if you know how to answer them.
April 18, 2019
Is This the Age of the Active Manager?Active managers have seen a drop in inflows, but that could all change with a bear market, says Morningstar.
April 18, 2019
BlackRock CEO: Equity Under-Investment Could Lead to Market Melt-Up"Despite where the markets are in equities, we have not seen money being put to work," Larry Fink told CNBC.
April 18, 2019
How to Reduce Investment Risk From Climate Change and Other ESG WoesConsider warnings from BlackRock, the new S&P 500 ESG Index and Morningstar's latest Sustainability Atlas rankings.