Portfolio management

Shareholder advocacy nonprofit As You Sow singled out Berkshire Hathaway as a low performer while giving good marks to CVS, PayPal and Activision Blizzard.

DFD Partners offers its tech amid calls for greater disclosure of demographics and more access to portfolio allocations for historically excluded groups.

Starting this month, the interest rate on I bonds is dropping back down to earth. But before you feel the pangs of FOMO, consider these other options.

Research shows that the classic allocation reached its most expensive level in almost five decades during the COVID-19 rally. The situation has reversed in 2022.

Investing in enterprises trading at a discount to full value helps mitigate risk and reduce portfolio volatility.

While diversification is hot again, these funds haven't always managed to work as advertised.

A Quad-A panel including a planner, Schwab's asset management arm and a fintech startup debunked myths about a $35 trillion movement.

Two asset managers gave financial advisors tips on the complex asset class at the Future Proof conference.

Old rules of thumb on spending are being tested by the tough economy and soaring rents.

The Canadian asset management firm is bringing out the funds amid a backlash against ESG.

They may be passive, but they're not standing still. These passively managed funds have yielded enormous returns in the past 10 years.

Young investors are increasingly turning to TikTokkers and YouTubers for stock tips, often with bad results. Here's how advisors can steer them away.

Judging by a recent survey, reports of the classic investment strategy's "death" are greatly exaggerated.

Devoting an ETF to a single bond may not just be a gimmick. It could solve a lot of the problems with bond trading, writes Jared Dillian.

A little-noticed change to "overflow" money will push down customers' yields at a time of rapidly rising interest rates — unless they opt out.

The "set it and forget it" approach has gained popularity in recent years, but a more active approach has its advantages in a volatile market. Here's the case for each.

The latest data on contracting economic growth means a recession in popular terms, but not in official ones.

The workhouse strategy isn’t dead — it’s merely taking a pause amid market volatility.

New research shows that higher-priced strategies can come with lower returns and greater risk — an urgent reason for advisors and investors to monitor the space.

Macro factors like inflation, Federal Reserve actions, midterm elections, Ukraine, energy, the euro and China seem likely to drive markets for at least the rest of the year.