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Envestnet Partners With BlackRock, Fidelity, Asset Managers on Customized Portfolios

Wealth Management

BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.

Portfolio 306
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Private Assets Front and Center at Morningstar Investment Conference

Wealth Management

Asset managers continue to launch investment products that resonate with advisors. But what assets work best in the space, and how to deploy them into client portfolios, remains up for debate.

Assets 299
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Is Private Debt Worth Considering As An (Alternative) Asset Class In Client Portfolios?

Nerd's Eye View

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Assets 245
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MiB: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

Assets 301
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Wealth Management Invest: Trends in Retail Investor Portfolio Construction

Wealth Management

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

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Research links: asset class access

Abnormal Returns

mrzepczynski.blogspot.com) Catastrophe bonds as portfolio diversifier. (ft.com) Research Does it matter what time zone your stocks trade in? insights.finominal.com) How macroeconomic announcements affect fixed income markets. morningstar.com) Not every ESG measure moves in the same direction, return-wise. papers.ssrn.com) Bitcoin is volatile.

Assets 258
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Wealth Management Invest: Trends in Advisor Portfolio Construction

Wealth Management

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.