Portfolio management

Toussaint Bailey's Uplifting Capital closed its initial product after attracting investments from clients of Corient advisory practices and other RIAs.

A new working academic paper cites a dearth of research about the increasingly widespread strategy and the need to consult financial advisors about it.

At the Most Powerful Women in Banking conference, asset management leader Jenny Johnson discussed opportunities and risks for portfolio managers in 2023.

Zenith Wealth Partners will collaborate on regional impact investments with two local nonprofits, highlighting how financial advisors are leading innovations in the field.

When it comes to charity, last year wealthy families gave differently — and invested differently.

While the three letters have attracted criticism from the left and the right in the past year, constructing portfolios reflecting sustainable values is still in demand.

The closings underscore shifting fortunes for sustainable investing as returns disappoint investors and anti-ESG rhetoric persists

Low-cost index funds could be costing investors up to 35 basis points a year.

Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.

A new study sees family offices getting into bond markets but at the cost of another type of bond.