Today’s portfolio performance environment is harsh. Regardless of whether they are pursuing long-only cash strategies or emerging-markets derivative swaps; operating in developed or frontier markets; ...

The investment industry is undergoing a transformation that is largely attributable to technological advancements. Investors will benefit from a basic understanding of ML algorithms and the impact ...

Amidst higher interest rates, achieving alpha and managing risk in corporate credit necessitates a nuanced approach. Josh Lohmeier of Franklin Templeton Fixed Income unveils a dynamic portfolio ...

For decades, "personalized" portfolio management meant adjusting stock exposure based on age through simple rules like the "110 minus your age" allocation to stocks. This approach ignored most of what ...

Successful equity investors understand that there are two fundamental, yet intrinsically linked processes, which must operate in tandem to achieve long-term outperformance. The first is stock choice, ...

While portfolio construction is crucial for achieving client investment goals, it's merely one facet of a successful financial advisor-client relationship. A deeper understanding of the client's life ...

As buy-side analysts piece together work in research, data, and portfolio-construction platforms, clunky tools slow down the process. Disconnected platforms drag out evaluation and conceal potential ...

Harry Markowitz may not be a household name, but among asset allocators he is the undisputed king. Considered the father of modern portfolio theory (MPT), his foundational work (mostly done in the ...

Formue is this year’s winner for best bank for discretionary portfolio management in the Nordics and Baltics. Key to its success was the lender’s transition from a manually processed portfolio ...