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
Advisors Prefer Active Management to Navigate Choppy Markets: PGIM
By Michael S. FischerMost respondents said there were skilled active equity and fixed income managers who consistently outperformed their benchmarks.
September 03, 2021
Morningstar Report Shows Why Investors Need Professional AdviceThe "Mind the Gap" report reveals the difference between what investors earn from funds and the funds' reported returns.
September 01, 2021
The Challenge That Self-Directed Investors Pose to AdvisorsA recent Broadridge survey of investors found that 52% use self-directed brokerage accounts.
August 27, 2021
What Makes a 'Perfect Portfolio'? Thoughts From Bogle, Markowitz, Siegel, OthersStephen Foerster's research on these investing superstars' philosophies unearthed some surprises, he tells ThinkAdvisor.
August 25, 2021
SEI Expands ETF Model Strategies With Focus on U.S. Stocks, BondsSEI has launched SEI Domestic ETF Strategies, adding five new asset allocation-based models.
August 24, 2021
Investors Demand More Diversified Products, Customized Advice: StudyInvestors want products that cut across wealth, insurance and banking and align with their values, Accenture found.
August 24, 2021
SEC Steps Up Chinese IPO Reporting RulesThe agency has begun to issue new reporting requirements for Chinese companies that want to list on U.S. exchanges.
August 17, 2021
The Drawbacks of Direct IndexingMorningstar's Ben Johnson discusses the pros and cons of this fast-growing investment strategy.