Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Small/Mid Cap Equity Manager of 2022: Tributary Capital Management
By Jeff BermanTributary's Small Cap portfolio returned 34% in 2021, outpacing the Russell 2000 Index by 19.2%, according to Envesnet.
June 16, 2022
Specialty Manager of 2022: LazardThree key areas of portfolio's success in 2021 included investments in the railway sector, toll roads and utilities based in the United Kingdom.
June 16, 2022
Liquid Alternatives Manager of 2022: Capital Wealth PlanningTypically, covered calls are written on 30% to 60% of stocks in the portfolio, says manager Kevin Simpson.
June 16, 2022
Multi-Asset Strategist Manager of 2022: SSI Investment ManagementThe boutique firm says its 12-member portfolio team relies on fundamental analysis and quantitative research to generate consistent performance.
June 16, 2022
Meet the 2022 Asset Manager of the Year WinnersThe top active managers, picked by judges from Envestnet and ThinkAdvisor, stand out for their consistent ability to create alpha for investors.
June 15, 2022
Ark's Cathie Wood Sees Deflation Risk, Defends Innovation StocksHer flagship Ark Innovation ETF (ARKK) is down more than 65% from a year ago.
June 15, 2022
Fed Hikes Rates 75 Basis Points; Powell Says 75 or 50 Likely in JulyCritics have slammed the Federal Reserve for not anticipating the fastest price gains in four decades and for being too slow to respond to them.
June 15, 2022
Goldman, Citigroup, Bridgewater Leaders Imagine Markets in 2052Thirty years ago the internet was in its infancy. What will the next 30 years bring?