Portfolio construction

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.

Using machine-learning algorithms, the firm's $106 billion systematic active equity group researches social media pages and online job postings to build portfolios.

With Treasury yields now hovering around zero, and likely to stay there for years, expected gains from the traditional asset mix are in doubt.

Some of the industry’s biggest players are taking a wait-and-see approach as active, non-transparent funds take their crucial first steps.

The industry’s lack of Black people and other minorities may explain why the world of social investing has fallen short on pushing corporations on race.

The role of retail investors in a 45% rebound since late March has been intensely analyzed, as a swarm of tiny buyers chased after recovery plays and insolvency stocks.

The firm said that 88% of sustainable indexes did better than their non-sustainable counterparts in the first four months of 2020.

Instead, the billionaire opted for a lucrative credit hedge that earned his firm about $2.6 billion in profits when the market plummeted.

The $180 billion asset manager is moving ahead with plans for actively-managed ETFs that disclose their holdings like mutual funds.

The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”