Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Liquid Alts Manager of the Year: Eaton Vance
By Ginger Szala"We very quickly exited [our long bond] position because of what we perceived as a negative change in direction in Argentina. That's a quintessential example of how we manage our positions or view our investments."
June 24, 2020
Small/Mid-Cap Asset Manager of the Year: The London Co."We spend the majority of our time trying to analyze what can go wrong in each decision we make. We don't build feature models and try to outguess every other analyst and PM out there on growth rates and margin expansions."
June 24, 2020
Mid-Cap Asset Manager of the Year: Wells Fargo Asset Management"We focus on companies that ... use their balance sheets in a productive manner," said portfolio manager Bryant VanCronkhite.
June 24, 2020
Large-Cap Equity Asset Manager of the Year: Parnassus"We used that weakness, that really big downdraft in the [2018] fourth quarter to establish very large positions in companies like Microsoft and Nvidia. We saw and took advantage of that downturn to really add some very nice pieces to the portfolio."
June 24, 2020
Large-Cap Equity Asset Manager of the Year: Brown Advisory"The pandemic is a perfect example of how we not only monitor these companies short term, but try to understand how consumer behaviors and corporate spending will change three-, five- or 10-years from now."
June 24, 2020
DOL Proposes Limit on ESG Investments in Retirement PlansThe proposal reverses Obama-era guidelines allowing retirement plans to consider the social impact of investments.
June 24, 2020
Performance Now Ranked as Top Reason for Sustainable Investing: SurveyInvestors in Nuveen's latest responsible investing survey cited better performance over values.
June 24, 2020
Pandemic Lockdown Provides Silver Lining for MillennialsSpending is down and incentives to invest are up, survey finds.