Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Time to Open Up to Closed-End Funds?
By Josh DuitzHere's a look at closed-end vs. open-end funds and how the former can complement a more traditional fund lineup.
November 06, 2019
AI Fear, Optimism Are Misplaced, Tech Expert Tells Schwab ImpactRegardless of tech advances, clients will always need a human to help them plan their futures, she says.
November 05, 2019
SEC Approves Proposed Proxy Rule ChangesThe rules, if finalized, would make it more difficult for investors to challenge corporate management on environmental, social and governance issues.
November 05, 2019
Morningstar Rolls Out New Ratings SystemHere's how the new system gives more weight to fees, sets the bar higher for active funds and looks more closely at share classes.
November 05, 2019
SRI Portfolios at 4 Robo-Advisors Top Traditional Portfolios: Q3 Robo ReportThe latest Robo Report showed that two-thirds of SRI portfolios operating for at least one year outperformed traditional portfolio counterparts.
November 04, 2019
Institutional Investors Boosting Liquid Alt ETFsA Greenwich Associates study predicts allocation to liquid alt ETFs to more than double in a year.
November 04, 2019
Opportunity Zone Funds: Who Really Benefits?There are signs that tax breaks trump community benefits. Case in point: A new draft IRS form.
November 04, 2019
Principal Expands D2C Advisor Offering With New Advice Program: Portfolio ProductsAlso, Schwab Advisor Center has integrated YCharts.