Portfolio construction

The current impact of fund rebalancing on front-month VIX futures is about 20% of daily volume on the index’s contracts.

Equity funds tracking the sector are the second-most popular asset class after U.S. government bonds this year, BNP Paribas says.

By signing a deal with iCapital Network, the regional brokerage aims to provide clients "a more comprehensive set of solutions."

The SEC's recently passed ETF modernization rule is just one regulatory change industry leaders expect will impact asset management in the years ahead.

Studies purport to have proven both that socially responsible investing hurts returns, and that it can boost performance.

A patented structure allows ETFs to report once a quarter in an effort to protect their intellectual property.

There is actually a way to give clients a good answer to this question.

The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.

Roughly 45% of Berkshire’s stock portfolio is allocated to the financial sector, and eight of the portfolio’s top 12 holdings are financial stocks — a deeply contrarian bet.

In some ways, their investments are a microcosm of trends sweeping the wider market.

Taxpayers are advised to thoroughly review their tax withholding to ensure there is enough to cover their 2019 bills.

FNG is one of a growing number of actively managed ETFs that have the freedom to tune their exposure whenever they want.

Managers will actively evaluate an asset’s characteristics — its value or momentum, for example — to determine what to buy.

The revamped fund from BP Capital will now track an index of companies that derive “significant revenue” from sustainable energy.

The IBD network joins asset managers and other companies developing new methods to display how the products integrate into client portfolios.

A team of Bank of America specialists help the superrich diversify with farms, ranches and other alternative investments.

The “materiality of risks with not considering" the strategy is the primary consideration for its implementation, a UBS survey finds.

The firm hopes to follow advisors' lead on what's best for their business in its outsourced advisory models, says CIO Burt White.

The longer the investing view one has, the easier it is to measure the effect of rebalancing on a portfolio, and to see if it adds value over time.

Technology has created efficiencies for RIAs. It’s also a danger, says the firm’s COO.