Portfolio construction

Advisor Peter Krull favors actively managed sustainable products due to the “greenwashing” he says often occurs with ESG index funds.

Due to declining returns from bonds, the model 60/40 portfolio may eke out real returns of just 1%-2% a year over the next decade, said Lim Chow Kiat, chief executive officer of GIC.

Such products attracted more than $32 billion in January and February, by far their best start to a year.

These 20 mutual funds and ETFs here are home to roughly $45 billion in assets.

While broadening stock-market gains may one day provide more fertile ground for picking equities, right now fundamental managers are struggling.

Loose monetary policy and huge stimulus injections have some investors questioning the validity of traditional long-term approaches.

Far from commoditized, digital advisors' performance varies widely, according to new research.

The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms.

Clients should save political beliefs for the polling place and letters to elected representatives; don’t let them cloud your investment decisions, writes financial planner Kimberly Foss.

It's helpful to recognize that there are both policy implications and behavioral implications of elections, and that these have completely distinct market consequences.

The nation’s largest IBD made its first tech deal this year for a firm that has $120 billion in assets on its platform.

It’s a dilemma that could reshape the classic investing strategy as the Fed holds rates near zero for the foreseeable future.

The Managed Funds Association urged the agency to do more analysis before moving forward.

The world’s largest debt market may not be as sleepy as it seems.

The agency would have us take a step backward and limit the use of forward-looking datasets.

Ray Dalio’s $138 billion asset manager has tweaked its version of the strategy as yields hit historic lows, a person familiar with the matter says.

As the S&P 500 flirts with record-high levels, many participants are mulling whether it’s time to take profits or push for more returns.

A significant push to use the precious metal as portfolio insurance may create a self-reinforcing spiral that upends its appeal as a hedge.

The fast money has more than three times the impact on equity valuations than long-term investors like pension funds, according to a recent paper.