297 results found

Research Affiliates Launches Revamped Asset Allocation Interactive Website

News,

… Provides 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 its Investing with Impact platform. …

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,

… a 75.3% historical total return correlation since 2008. 1  BUYO is designed to potentially have an even greater … buyout funds longer term. "BUYO offers investors a unique way to access companies with characteristics that private … 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 across …

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 … impact of companies it invests in. The ETF, which will hold 157 securities as of launch, invests across five … 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 … hosted by Finfo Global will be held in Shanghai on April 21st. There would be over 300 delegates amongst the … Opens a New Market Door Competitive and Cooperative Model between Bank Asset Management and Mutual Fund …