Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Every investor has their own needs, objectives and risk profile. Sharing portfolio management approaches can improve performance by sharing knowledge and experience. My household portfolio plan is ...

Semiliquid funds offer investors greater access to private markets than mutual funds and exchange-traded funds, but we assess these funds’ investment processes in much the same way. There are a few ...

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

Investing has come a long way since 1952 when Modern Portfolio Theory and the traditional 60/40 portfolio was invented. Back then, only 4.2% of the U.S. population owned stocks—today it’s over 60%.

Calamos Wealth Management was born out of Calamos Investments, which now has about $36 billion in total assets. Calamos’ history dates back to the 1970s when John P. Calamos Sr. founded the firm. He ...

Exchange-traded funds are increasingly popular in asset allocation strategies, as they allow broad diversification. Indexed ETFs are tax-efficient and provide an easy way for retirement savers to ...

In this two-part case study, San Retna, chief portfolio officer at AAA of Northern California, Nevada and Utah, demonstrates how his company applied advanced portfolio management techniques to realize ...

Only 35 large pension funds out of 123 incorporated environmental, social and governance factors into the portfolio management process. That’s based on responses concerning ESG to Pensions & ...

David Rodeck specializes in making insurance, investing, and financial planning understandable for readers. He has written for publications like AARP and Forbes Advisor, as well as major corporations ...