Portfolio management

Returns by funds from Vanguard, BlackRock and DFA that use the strategy have outpaced global bonds in recent years, but underperformed stocks.

The benefits of traditional fixed income are diminishing with today’s low interest rate environment, but alternative investments can help solve the portfolio-allocation problem.

Over the past year, the lineup of stock and bond funds notched an average gain of more than 25%.

Due to declining returns from bonds, the model 60/40 portfolio may eke out real returns of just 1%-2% a year over the next decade, said Lim Chow Kiat, chief executive officer of GIC.

The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.

ARKK, along with other funds in her lineup, is in the green after logging its longest stretch of losses since the COVID 19-spurred meltdown last year.

Such products attracted more than $32 billion in January and February, by far their best start to a year.

The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.

While the quant firm will miss becoming the first to flip mutual funds to ETFs, its nearly $26 billion conversion will by far be the biggest.

This group carried fees nearly three times the industry average.