Morningstar: SSGA's Mazza on ETF Innovation
By James J. GreenWith so many available funds, is innovation in the ETF space over? Dave Mazza of State Street answers the question.
July 27, 2015
SMA Manager of the Year Todd Solomon on Building a 'SWAN' PortfolioWe want to make sure we are a true mid-cap product so that we don't overlap with another manager in the [client's] portfolio that may be a large-cap manager, says Solomon, portfolio manager for Congress Asset Management's Mid-Cap Growth SMA.
July 25, 2015
SMA Manager of the Year Kera Van Valen on Defining 'Shareholder Yield'The portfolio manager for Epoch Investment Partners' award-winning Global Equity Shareholder Yield SMA explains how the firm calculates an ADR's 'Shareholder Yield.''
July 24, 2015
SMA Manager of the Year Duane Roberts on 'Impact' InvestingCan an investor do well by doing good? Dana Investment Advisor's Socially Responsible Equity Strategy's 10-year record puts the lie to the notion you have to give up returns for your principles.
July 23, 2015
SMA Strategist Manager of the Year Gary Miller on Modern Portfolio TheoryMiller, winner of the premier Strategist award for Frontier Asset Management, says the firm's process starts with Markowitz, "but we work very hard at better inputs."
July 22, 2015
SMA Manager of the Year Dave Dalrymple on Small-Cap ValueChartwell Investment Partners' Dave Dalrymple says "we've made our money from stock picking, not sector rotation."
July 21, 2015
SMA Manager of the Year Mary Kane on Rising Rates and Fixed IncomeMary Kane of GW&K on why bond investors can do well even when the Federal Reserve raises rates, if the Fed does it slowly.
July 21, 2015
SMA Manager of the Year Libby Toudouze on Energy InvestingOverall 2015 SMA Manager of the Year Libby Toudouze of Cushing Asset Management discloses her firm's process and discusses the present and future of energy investing.