High-Net-Worth Investors Seek Exceptional Advisors
The 2019 High-Net-Worth Investor study uncovered the realities of exceptional advisors with engaged clients. The Investments & Wealth Institute's chief executive officer, Sean Walters, and chief learning officer, Devin Ekberg, highlighted the key points from the research.
Tamarac Roadmap: Focused on Building Out Integrations
Andina Anderson, Executive Managing Director of Envestnet | Tamarac, discusses the recent acquisition of PortfolioCenter and how the company is uniquely positioned to enhance its comprehensive and integrated technology platform for firms leveraging both systems.
Diversify to defend against portfolio drawdowns
A diversified portfolio doesn't always work when things are going great – like in the rising stock market for the first three quarters of 2018. But, Josh Kutin cautions, you never know what’s going to happen.
Defense Still the Best Offense in the Bond Market
Group CIO Dan Ivascyn shares that while PIMCO portfolios have been taking on a bit more risk, they continue to maintain a defensive tone given the uncertain environment ahead.
ETFs: Patience Through Changing Economic Cycles
Going into the second quarter of 2019, Portfolio Manager Rene Casis expects to see new ETF products that are more actively oriented. He also shares guidance on how financial advisors can overcome challenges related to implementation—by thinking about the investor’s outcome and remaining patient.
Large Growth Companies: Steadfast in Uncertain Times
In the current volatile environment—where generating alpha can be challenging—what is the key to success? Large Growth Portfolio Manager Keith Lee shares his thoughts in our quarterly outlook video.
AC Alternatives® Income: Seeking Uncorrelated Returns
Head of Investment Solutions Cleo Chang stresses the importance of “complementariness” when diversifying portfolios with alternative investments.
Innovation is Changing the Growth and Value Universes
Growth has outperformed value in recent years, but will that outperformance continue? T. Rowe Price Portfolio Manager David Giroux thinks so. Many value sectors, such as financials, semiconductors, and automobiles, are highly sensitive to economic downturns. He believes other value sectors, such as telecommunications, will be challenged by the emergence of new disruptive forces in the economy.
Enhancing Fundamental Analysis Through ESG Integration And Active Company Engagement
ClearBridge Investments has released its 2018 Impact Report, Enhancing Fundamental Analysis Through ESG Integration and Active Company Management. The report highlights ClearBridge's unique approach to integrating ESG analysis in the fundamental research process and the impact that is having with portfolio companies. Please click here to view the white paper.
Jennison: A Culture of Conviction for 50 Years
Jennison Associates was founded on a conviction that’s as true today as it was then: Doing what’s right for clients will always be right for the business.
Volatility Has a Silver Lining
To take advantage of increasing market volatility, investors need to be patient, defensive and flexible. Group CIO Dan Ivascyn explains.
What are Model Portfolios?
Lindsey Bell speaks with Cathy Seifert about CFRA's industry-leading model portfolios - what they are and how they work.