Portfolio

Daniel Needham has been appointed global chief investment officer for Morningstar Investment Management and managing director for Morningstar Investment Management Europe.

Principal Life Insurance Co. plans to roll out a variable annuity called Principal Lifetime Income SolutionsSM on Aug. 1.

As advisors work to diversify client portfolios, they may need to pay more attention to the percentage devoted to emerging market equities versus emerging market debt.

The active versus passive debate extends beyond the U.S. market to international investing as well, says advisor and Financial Planning contributor, Allan Roth.

When it comes to passive investing, there’s a better way than indexing, according to blogger Steve Atkinson.

Jeff Vinik, in a move that echoes his departure 17 years ago from the Fidelity Magellan Fund, is shutting his hedge fund after making ill-timed bets on gold and the direction of stocks.

Principal Life Insurance Co. plans to roll out a variable annuity called Principal Lifetime Income Solutions on Aug. 1.

The platform, eSavant Advisor, which was introduced Monday, caters to clients with at least $50,000 in investable assets.

UCM Partners, a New York City-based boutique asset manager specializing in residential and commercial mortgage-backed securities, will be launching the UCM MBS Total Return Fund, its second mutual fund.

Arrow Investment Advisors will be launching a new high yield bond ETF. According to a filing made with the SEC May 6, the company registered to launch the Arrow Global Enhanced HY Bond ETF.