Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
The Long Game: 2017 SMA Managers of the Year
By Danielle Andrus, Bernice Napach, Ginger SzalaAs equity markets hit records and rattle the nerves of some market gurus, the winners of this year's SMA Managers of the Year awards are taking the long view.
July 03, 2017
ESG Makes Companies More Attractive to Big InvestorsInstitutional investors are looking for sustainable business practices, and they want to see performance data, Burson-Marsteller reports.
July 03, 2017
4 Portfolio Models to Help Advisors Segment ClientsThese models are examples of advisors acting as "buying agents" focused on the "best outcomes" for clients, says Fidelity's Sanjiv Mirchandani.
July 03, 2017
T. Rowe Price Launches Retirement Income 2020 Fund: Portfolio ProductsAlso, AssetMark adds a free tool for advisors to assess the value of their businesses, plus new ETFs from Goldman Sachs and U.S. Global.
July 03, 2017
SMA Manager of the Year Libby Toudouze on Energy and GrowthUnless you can think of anything in your life, in your clients [lives], where theyre going to use less energy, that's the only thing that hurts this story," says Cushing's Toudouze.
July 03, 2017
SMA Manager of the Year James Donald on Taking RisksWe do invest in places that ... might be highly risky, but we think [that] in our process, we take that into account, Lazard Asset Management's Donald says.
July 03, 2017
SMA Manager of the Year Jon Christensen on Valuation and Business AnalysisWe want to find businesses that have some sort of sustainable advantage, companies that can grow, protect and sustain over long-term economic cycles, Kayne's Christensen says.
July 03, 2017
SMA Manager of the Year Todd Solomon on Beating Passive InvestorsCongress Asset Management uses a strategy best described as steady as she goes.