297 results found

Research Affiliates Launches Revamped Asset Allocation Interactive Website

News,

… estimates of expected returns for more than 130 assets and model portfolios across five currencies: US dollar, euro, …

Morgan Stanley Wealth Management Launches Two Sustainable Investing Portfolios with Reduced Account Minimums

News,

… today announced the launch of two sustainable investing model portfolios with reduced account minimums of $10,000 on …

Pershing taps Marstone partnership to debut first adviser-focused robo

News,

… advice, and allows advisers to input their own portfolio models.. …

KraneShares Man Buyout Beta Index ETF (BUYO) Lists on NYSE: Applying Private Equity Selection Criteria To Public Equities

News,

… buyout funds longer term. "BUYO offers investors a unique way to access companies with characteristics that private … potential liquid beta to the PE buyout asset class while awaiting placement in traditional PE funds. It may also be … to change without notice. The Underlying Index uses Numeric models in its methodology, which depend on various data …

FCA to review model portfolios in platform probe

News,

… The FCA is set to investigate whether model portfolios and multi-manager funds offer value for …

BlackRock Reports Full Year 2017 Diluted EPS of $30.23, or $22.60 as adjusted

News,

… inflows reflects continued strength of diversified business model. $103 billion of fourth quarter net inflows, positive …

Controlling Risk in Equity Focused ETF's

News,

… risk control within passive Equity focused ETF investment models …

CFA report Future State of the Investment Profession Pursuing better outcomes—for the end investor, the industry, and society.

News,

… and commoditization and new tech-centric business models will necessitate changes in the industry. …

Newcomer iClima Launches Two ETFs to Play the Next “Green Rush”

News,

… to the next generation of companies combating global warming and rising emissions, in an attempt to invest along … Leaders ETF (CLMA) and the iClima Distributed Renewable Energy Transition Leaders ETF (SHFT) will both trade … within the Distributed Energy Resource (DER) business model.  The fund focuses on smaller renewable, distributed …

6th Wealth Management Summit

Event,

… have made great progress, and gradually moved towards a sound development track. What challenges will bank … Managers How to Get the Most Alpha in the Portfolio Defense War Multi-dimensional External Cooperation to Jointly build … Opens a New Market Door Competitive and Cooperative Model between Bank Asset Management and Mutual Fund …