Portfolio manager discusses systematic investing, disciplined execution and risk oversight in modern markets Brian Ferdinand, portfolio manager and trader at EverForward, today shared commentary on ...

Brian Ferdinand, portfolio manager and trader at EverForward, shared commentary on the role of data analysis, risk review and disciplined processes in active portfolio management. Ferdinand said ...

Defined outcome and buffered ETFs are becoming more common in adviser toolkits as market conditions call for strategies that ...

Not only can they use stocks and bonds, but they can also explore the potential offered by commodities, derivative securities ...

The NGAM Durable Portfolio Construction platform is designed to help individual investors, financial advisers and institutional investors address growing concerns about risk and market volatility in ...

Fintech firm iCapital has rolled out a series of improvements to its portfolio construction tool, Architect, to make it accessible to a wider audience of advisors while delivering them much-needed ...

Advisors must juggle short- and long-term considerations when they make changes to their clients’ asset allocations. They have support for this process in the form of research from home offices and ...

The expected comeback of the 60/40 portfolio in the first half of 2023 has taken a pause as stock and bond returns face the pressure of higher yields. Continued macroeconomic uncertainty threatens to ...

TORONTO--(BUSINESS WIRE)--Picton Mahoney Asset Management (“Picton Mahoney”), today announced the launch of its Portfolio Construction Consultation Service (PCCS). The service provides advisors with ...