Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Franklin Templeton Expands Its SMA Offering at Janney
By Dinah Wisenberg BrinJanney advisors now will be able to offer eight Franklin Templeton custom, tax-managed index-based SMAs.
September 25, 2023
Avoid Year-End Stress: Discuss Charitable Giving With Clients NowThe best charitable giving decisions are often made in advance. Here are 10 issues to discuss.
September 25, 2023
Morgan Stanley's Wilson Sees Risks Rising for Consumer StocksThis group of equities, which includes Amazon, is up 26% this year, double the 13% advance in the S&P 500.
September 25, 2023
Deutsche Bank Unit to Pay $25M to Settle SEC ProbesThe fine is the biggest ever that the SEC has handed out over allegations of greenwashing.
September 20, 2023
How 1 Fund Beats Its Benchmark, Year After Year After ...This portfolio team boils down its stock picks to about two dozen companies and rides almost all of them to gains.
September 20, 2023
SEC Expands Its Rule on Fund NamesThe rule now applies to funds focusing on investment characteristics like growth, value and sustainability.
September 19, 2023
5 Trends Shaking Up Advisor Value Propositions NowIf your main selling point is that you're a fiduciary offering mutual fund portfolios, prepare to be disrupted.
September 18, 2023
Biggest U.S. Pension's Investment Boss Pushed Sports Deals Before Calling It QuitsBased on returns though June, the fund has ranked below 80% of its peers for the past two fiscal years.