Portfolio management

The “set it and forget it” balanced approach may not work as well anymore, an expert says.

About two dozen advisors are using the software now, and the firm is making changes based on their feedback, an executive says.

Recognizing the elephant — and donkey — in the room can lead to a broader conversation about long-term investing

“The primary drawback of fewer hedge fund filings is lack of clarity around crowding risk,” strategists from the firm write.

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

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.

As more active strategies embrace the exchange-traded model, the landscape may be shifting.