Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Top Portfolio Products: Envestnet Introduces Climate Change, ESG and Gender Lens Products
By Emily ZulzSSGA also expands ESG products with two ETFs that help investors divest from companies owning fossil fuel reserves.
November 01, 2016
Harvard Raises Record $1.2B, but Slow Returns Crimp BudgetFundraising total is second-largest ever in higher education; more restraint on spending will be called for, school says.
November 01, 2016
John Bogle: SEC Should ‘Step Up’ and Issue a Fiduciary RuleBogle said he couldnt imagine an advisor acting as a fiduciary to clients on retirement and failing to do so on other investment advice.
October 31, 2016
Cetera Says It, Too, Will Keep Commissions in Retirement AccountsCetera Financial makes the announcement as it rolls out new technology related to the DOL fiduciary rule.
October 31, 2016
SS&C Acquires Salentica CRM: Tech RoundupSS&C Technologies has acquired CRM solution Salentica.
October 28, 2016
Bill Priest, Active Investing Guru, Ready to Pounce on Passive’s MistakesThe Epoch Investment CEO explains why he thinks its fantastic that investors have poured money into passively managed funds.
October 27, 2016
How an Expected Rise in Inflation Could Impact MarketsIf oil stays at $50 per barrel for the next three months, Loomis Sayles Maura Murphy expects to add 1% to inflation.
October 27, 2016
Most Advisors Confused on DOL Rule’s Impact: Galvin PollA majority incorrectly believes that, despite their work with retirement accounts, the new fiduciary standard wont impact them.