Portfolio management

IPOs from companies valued at more than $1 billion have attracted significant media attention.

After a decade-long bull market in U.S. stocks, rebalancing into international equities may make sense for some clients.

I would rather have my clients come back to me saying they had too much money in retirement than telling me they are running out.

Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?

As director of AllianceBernstein’s emerging markets debt strategies, Shamaila Khan oversees the management of the platform’s portfolios.

As chief research strategist and portfolio manager at AlphaSimplex, Kathryn Kaminski is involved in the oversight of $6 billion in investment products.

Amid all available career paths, “I think [asset management] just found me," said Julie Genjac, managing director of strategic markets at Hartford Funds.

Advisors share their tips to avoid the frenzy over Slack, Uber and the next big thing.

The updates include access to the ultrahigh-net-worth portfolio management and customer relationship management systems.

As smaller firms flourish, a less sophisticated approach may become more attractive.

The firm, along with the broader asset management industry, is focused on ways to expand its global reach amid mounting pressure for growth.

Still, some products with higher yields also have higher Sharpe ratios. Could that indicate better risk-adjusted performance?

The new funds mark the startup’s latest foray into traditional wealth management.

Procure Holdings’ intergalactic foray is part of a broader industrywide push into so-called thematic funds.

CEO Sergio Ermotti's base pay is 67% higher than the average at European banks.

Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors.

Fund companies could launch a new type of product that does not have to reveal its assets.

VanEck, Hartford Funds and DoubleLine are among the firms with executives being honored.

The famed investor recommends 90% large-cap U.S. stock and 10% short-term government bonds. Is it a crazy idea?

By scrapping the $100,000 requirement, the asset allocation tool becomes accessible to all of the firm's clients.