2016 Broker-Dealers of the Year: Eric Schwartz on Independence
By James J. GreenCambridge can bring together the relationships of a small firm and the resources of a large firm thanks to its private ownership and independent mindset, according to Eric Schwartz.
July 07, 2016
SMA Manager of the Year Mark Wynegar on ValuationTributary Capital Management's Small-Cap Equity portfolio manager shares what he looks for when choosing positions.
July 07, 2016
SMA Manager of the Year John Forlines on Tactical AllocationBoutique investment manager JAForlines Global stands out among the many firms who have benefited from the growth of ETFs, a market that currently tops $2 trillion.
July 07, 2016
SMA Manager of the Year Geeta Aiyer on Creating Value in ESG InvestingSome advisors have hesitated to put their clients in ESG investments because they believe they don't provide the same rates of return as traditional products.
July 07, 2016
SMA Manager of the Year Justin Greene on DOL Fiduciary RuleRussell Investments managing director explains how firms can be sustainable under new fiduciary rule.
July 07, 2016
SMA Manager of the Year Paul Viera on Industry ExpertiseEARNEST Partners founder and CEO explains why you dont need buy- and sell-side analysts on your research team.
July 07, 2016
SMA Manager of the Year Cory Robinson on Bond DurationTJIM's Cory Robinson talks about what duration means for bond strategies in low-interest rate environments.
July 07, 2016
SMA Manager of the Year Jennifer Chang on Dividend GrowthSchafer Cullen's High-Dividend Equity Strategy focuses on high-quality companies that are able to deliver and grow dividends over several years.