Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Passive Funds Beat Active at Peak of COVID Crisis, Research Finds
By Dinah Wisenberg BrinThe finding by a University of Chicago professor contradicts the idea that active management does better in rocky markets.
March 07, 2023
River of Assets Flowing to Active ETFs: Dave NadigAlmost 40% of ETF flows this year have been to active funds, Nadig told ThinkAdvisor.
March 06, 2023
How Gender Lens Investing Can Help You Attract and Retain ClientsGender lens investing can create a positive impact while giving you an advantage over the competition.
March 06, 2023
Morgan Stanley Sees Near-Term Stock RallyThis "bear market rally is not ready to end just yet," strategist Michael Wilson wrote in a note Monday.
March 02, 2023
Orion Unveils Custom Indexing Tech for Advisors: Tech RoundupAlso, Orion's wealthtech survey shows tech spending to "remain strong and steady" in 2023 despite "macro-economic headwinds."
March 02, 2023
Anti-ESG Bill Passes Senate as Biden Threatens First VetoThe bill strikes down a Labor Department rule allowing retirement plans to weigh climate change and ESG factors.
March 01, 2023
Active Funds Failed to Beat Passive Peers in 2022: MorningstarThe year challenged the notion that active funds navigate difficult markets better than their passive counterparts, Morningstar says.
March 01, 2023
Senate Set to End Labor's ESG RuleThe expected move by Republicans and some Democrats is likely to be vetoed by the president.