Social Media Ideas for Portfolio Management

Rethinking portfolio construction with the evolving economy

We need to look for investment strategies that can effectively respond to changes, manage risks, and take advantage of opportunities across various asset classes. The concept of ac...

How securing held-away assets helps firms — and clients

Large wealth managers are chasing a multitrillion dollar opportunity to manage more of their clients' assets. But many high net worth investors give their business to multiple firm...

Portfolio Risk Management for Executives

Understanding Portfolio Risk Management

Morningstar Wealth to Launch Public/Private Model Portfolios

The firm is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to build the portfolios.

What Is Portfolio Governance and Why Does It Matter

Portfolio governance is a vital component of organizational strategy that enables companies to make informed decisions, optimize resource allocation, and drive value creation. By u...

Broadridge: Model Portfolios Projected To Reach $18.6T by 2030

The firm projects double-digit growth for the model portfolios industry for the next four years.

The Illusion of Diversification in Private Markets

Advisors need to measure return, risk and diversification contribution at the position level to build truly optimal private market portfolios, not just add more funds.

Process before performance

Most fund managers rely on gut and discretion. NJ AMC runs a six-step process from data validation to portfolio construction to keep bias and inconsistency out.

Geopolitical storm clouds force investors to rethink portfolio strategy

Survey of firms managing US$72 trillion in assets reveals a flight to diversification and active management

JB Beckett: Why absolute return deserves a second chance in total portfolio approach strategies

The total portfolio approach (TPA) is the new mantra sweeping through CIO offices.

How to Review a Mixed Mutual Fund Portfolio: A Practical Audit Guide

Paying for 10 funds but diversified across 5? This 5-dimensional audit reveals overlap, cost leaks, and underperformers – with XIRR examples. Review yours today.

Project Portfolio Management Made Simple

Simplifying Project Portfolio Management is essential for organizations looking to optimize their project outcomes while aligning with strategic objectives.

Investors prioritise diversification and active management amid market volatility

Geopolitical uncertainty and market concentration is causing investors to reshape their portfolios and return to actively managed allocations, according to Schroders.

iA Clarington reshuffles leadership across dozens of funds

Two portfolio managers exit their roles as new appointments take effect

How the Complete Portfolio Trading System Works | large multi-chart portfolios

The 8-Slot Portfolio: How to Allocate Risk Across Uncorrelated EAs

Investment 101: How to rebalance your portfolio for FY27 - top mistakes to avoid

When building an investment portfolio, investors decide on an asset allocation. Let’s say, a portfolio comprising 70% equity and 30% debt investments. This allocation should be a...

AGF’s new CIO is “not looking to sit still”

John Porter joins the firm, walking a tightrope between driving change and preserving what works

American Beacon, Mercer Launch Model Portfolios

The suite includes risk-based and income-focused models.

How one portfolio management team has used AI since 2017

Senior PM & Engineer highlights the distinction between machine learning, large language models, explains how both serve a new set of products

The Growing Case for Multi-Asset Fund of Funds

As of May 2026, AMFI data shows 335 open-ended debt-oriented schemes and 569 open-ended equity-oriented schemes, each with its own risk-return profile and investment mandate.

How to update your 60/40 with a 'total portfolio approach' to navigate volatility

The total portfolio approach doesn't abandon the framework of the 60/40, but instead buckets the assets by risk.

Zephyr's Adjusted for Risk: How Financial Advisors Can Add Value Through Investment Management

Ryan Nauman interviews Manju Boraiah on how advisors add value through household-level goal and tax coordination, while the key unsolved challenge is “aggregation without integrati...

Asset managers told to scrap old playbooks or risk being left behind

Joint research warns benchmark-focused strategies are losing relevance fast