Portfolio management

Experts say the playing field has fundamentally changed as fractional ownership and other paths to access make alternative investments increasingly available.

Trump returns to the White House promising both deregulation and tariffs, the Fed considers whether to keep dropping interest rates or not and markets, which hit new highs in 2024, are watching it all closely in the new year.

ESG and like investments have come under fire, but a US SIF report seems to see some positivity in the sector despite concerns about greenwashing and greenhushing.

The funds, although unlikely to be profitable on their own, are seen as a way to find clients for other services offered by Morgan Stanley.

Unlike SRIs and impact investing, the only goal of ESG investments is to generate returns for investors.

Energy investments can be volatile individually, but in many cases the aggregate can be a solid investment.

Index deletions lag the market by more than half in the year leading up to their removal from an index, but they historically outperform the market for at least five years after the breakup.

A rapidly growing number currently use models suggested by a broker-dealer, TAMP, asset manager or third-party strategist provider without modification.

Chris Grellas co-founded ProsperPlan Wealth in April in Gold River, California, and is seeking vendors who will communicate well with one another.

The founders of HPS will lead a new private financing business unit in BlackRock.