Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
12 Lessons It Pays for Advisors to Remember
By Bryce SandersThese rules have been around a long time, but they still apply.
June 26, 2020
Meir Statman: Day-Trading During Crisis 'Perfectly Normal,' Doesn't Drive MarketsBut that doesn't make it wise, the behavioral finance pioneer tells ThinkAdvisor, calling Barstool Sports' David Portnoy a "bad influence."
June 25, 2020
10 Best States for RetirementBlacktower Financial Management ranked the 50 states based on five key metrics for retirement.
June 25, 2020
Asset Managers and Strategists of the Year 2020: Shining in Exceptional TimesWe spotlight Envestnet portfolio managers with strategies that produce consistently strong results.
June 24, 2020
Investor Advocates Urge DOL to Reverse Policy on Private Equity in 401(k)sNineteen groups argue that private equity options are high cost, complex and often underperform.
June 24, 2020
Overall Asset Manager of the Year: T. Rowe Price"We have one research team for high yield and loans," Massaro said. "Collaboration is a big theme," and it goes even beyond the bank loan and high yield teams. "We can tap into the collective insights from our firm's equity franchise."
June 24, 2020
Strategist of the Year: American Funds"The way we invest is different from most other asset managers. We do not use a style system. Instead we use a multi-manager system that divides the portfolio into segments, each run by an individual manager."
June 24, 2020
Liquid Alts Manager of the Year: Eaton Vance"We very quickly exited [our long bond] position because of what we perceived as a negative change in direction in Argentina. That's a quintessential example of how we manage our positions or view our investments."