Portfolio strategies

The closings underscore shifting fortunes for sustainable investing as returns disappoint investors and anti-ESG rhetoric persists

Low-cost index funds could be costing investors up to 35 basis points a year.

High-earning advisors need the edge the latest iterations of digital model management can provide.

It's too soon to know whether 2022 was truly an aberration for bonds or a sign of things to come.

Many advisors use real estate investment trusts to hedge against inflation while also providing steady dividend income. But private funds still provoke skepticism.

Full discretionary power over a HNW client's investments can be a negative without a clear view of all their financial commitments.

Family offices have joined strategic buyers and private equity companies in competing for M&A deals.

If a client's time frame is zero to around 36 months, CDs and T-bills are attractive investments even without their current elevated returns.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

The expiration could be a minor footnote in history, or a pivotal moment for fund managers looking for a fresh edge in a cutthroat market.