Integrating ESG factors into portfolio construction doesn’t mean that advisors have to reinvent their entire process. ESG factors give advisors more information about the outcomes of an ...

A robust portfolio construction process should be customized to the client’s asset allocation and target excess return. It should also maximize alpha diversification across the portfolio.

Portfolio construction begins with the most basic ... I recommended that she invest using this simple automatic process instead. She has enough investing experience to be able to set up and ...

Capital, the fintech driving the alternative investment marketplace for wealth and asset management industries, announced ...

First launched in February 2024 for iCapital platform clients, Architect is the innovative portfolio construction tool that helps advisors evaluate alternative investments and structured investments ...