Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
What's Firing Up Wall Street's $300B Custom-Index Boom?
By Claire BallentineThe real selling point for direct indexing could be the ability to remove companies from a portfolio's exposure rather than add them.
November 24, 2020
What BlackRock's Latest Deal Means for Rivals, Advisors"It's no surprise the biggest players are rushing in to buy these [direct indexing] capabilities to protect their turf," says consultant Tim Welsh.
November 24, 2020
Why a New Type of Alpha Should Be Retirement Portfolios' True GoalAdvisors often look at investment alpha as the priority of clients' financial plans. But that ignores the full picture.
November 24, 2020
Ellevest Gets $7.5M Investment From Allianz LifeFunds will help the digital-advice platform for women expand its business, say CEO Sallie Krawcheck and other executives.
November 24, 2020
Virtus Introduces Core Equity ETF: Portfolio ProductsAlso, Leatherback Asset Management launches its first ETF.
November 24, 2020
Coming Soon: Bills Requiring Fiduciaries to Consider ESG Factors in 401(k) PlansThe approach is in sharp contrast to the to the recent rule adopted by the current Labor Department.
November 23, 2020
BlackRock to Buy SMA, Custom Index Shop for $1.05BThe news comes about six weeks after Morgan Stanley agreed to buy Eaton Vance — which includes direct indexer Parametric.
November 23, 2020
What's Ahead for Trump, the Market and More: ValliereThe Washington insider's sources say there's "a decent chance" Biden and McConnell could reach a deal on a modest stimulus bill next month.