Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
These Investments Could Help Clients Rest Easier: J.P. Morgan Strategists
By Dinah Wisenberg Brin"Your client's investment horizon is far longer than one business cycle," J.P. Morgan Asset Management's David Kelly says.
June 16, 2022
Large Cap Equity Manager of 2022: Alley CompanyThe portfolio had a strong performance in 2021, beating the Russell 1000 Value Index by 2.6%, according to Envestnet.
June 16, 2022
Large Cap Equity Manager of 2022: Wakefield Asset ManagementThe large-cap strategy has achieved a roughly 10% earnings beat rate vs. the S&P 500 over 20 years, according to Envestnet.
June 16, 2022
Small/Mid Cap Equity Manager of 2022: Congress Asset Management CompanyCongress Mid Cap Growth was up 30.6% last year, topping the Russell Mid Cap Growth Index by 17.9%, according to Envestnet.
June 16, 2022
3 Trends Pressuring 60/40 Portfolios Over the Next DecadeThe oft-heard advice to "stay the course" may be inappropriate for the investing environment that's coming.
June 16, 2022
Sustainable & Overall Asset Manager of 2022: SchrodersThe Hartford-Schroders International Stock Fund had returns of 11.4% in 2021, outpacing the benchmark by 3.6%.
June 16, 2022
Small/Mid Cap Equity Manager of 2022: Tributary Capital ManagementTributary's Small Cap portfolio returned 34% in 2021, outpacing the Russell 2000 Index by 19.2%, according to Envesnet.
June 16, 2022
Fixed Income Manager of 2022: Federated HermesThe total return bond fund topped both the Bloomberg Aggregate Bond and Bloomberg U.S. Universal benchmark indexes in 2021.