Portfolio management

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.

Secretary of Labor Eugene Scalia said retirement plans aren’t for “furthering social goals or policy objectives that are not in the financial interest of the plan.”

Instead of “disrupting” finance, Cerulli research suggests all-in-one financial hubs may be the way forward.

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.

As much as 86% of investors in a recent survey say they would prefer prefabricated fund packages, as long as they were properly spelled out by advisors.