Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Fidelity Readies the First Retail Direct Indexing Product
By Bernice NapachThe minimum investment for Fidelity Managed FidFolios is $5,000; the fee is 40 basis points.
January 19, 2022
Vanguard to Launch Its First Impact FundThe Vanguard Baillie Gifford Global Positive Impact Stock Fund is an active equity fund managed by subadvisor Baillie Gifford.
January 18, 2022
Model Portfolio Boom Gets Slammed in New PaperThe bundled products are ridden with conflicts of interest, researchers say.
January 18, 2022
BlackRock CEO Infuriates Republicans and Climate Activists AlikeLarry Fink just sent his 10th annual letter to fellow CEOs, which reaffirmed his devotion to capitalism and oil, gas and coal companies.
January 14, 2022
Why Value Stocks Could Beat Growth Stocks in 2022 and BeyondResearch Affiliates and Vanguard strategists think so, due to rising inflation and interest rates.
January 14, 2022
J.P. Morgan's 2022 Predictions for 5 Alternative InvestmentsJ.P. Morgan's annual outlook scrutinizes private credit, private equity, hedge funds, real estate, infrastructure, transportation and timber.
January 14, 2022
BlackRock Assets Hit Record $10 Trillion, Powered by ETFsInvestors poured a net $104 billion into ETFs in the three months ended Dec. 31, the firm said Friday.
January 13, 2022
American Life Puts S&P 500 ESG Index on the Menus: Annuity MovesGreat American and Security Benefit also have annuity news.