Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Logan Capital Acquires Dividend Growth Strategies: Portfolio Products
By Emily ZulzAlso, Solactive launched a new line of ESG benchmark indexes.
February 14, 2019
4 Keys to Portfolio Success in a Low-Return WorldA portfolio strategist at BlackRock outlined how lower returns over the next 10 years will require a disciplined process.
February 14, 2019
ESG Funds Outperform in Growth and Returns in 2018: MorningstarThe number of ESG funds grew by 50%, while money gushed in.
February 13, 2019
ING Trusts: The Hot Trend in HNW Estate PlanningING trusts can generate significant savings both in income taxes and in overall transfer taxes.
February 13, 2019
Why a Cannabis-Focused Investment Manager Likes These 10 CompaniesTodd Harrison of CB1 Capital said he viewed cannabis as "disruptive health care" and outlined 10 of the firm's current positions.
February 13, 2019
How ESG Rankings Can Help Advisors Reduce Investment RisksA potentially important benefit, considering expectations for muted returns in portfolios for this year.
February 12, 2019
Paul Tudor Jones: Can an ETF Save Capitalism?The billionaire trader started Just Capital to move companies beyond short-term profits, he says at Inside ETFs event.
February 12, 2019
3 Cases for Annuities in a Turbulent MarketA key question to ask clients: Does it make sense to take some of the gains achieved over the past decade off the table?