While Premium membership is no longer available for purchase, legacy Portfolio Manager is still accessible for former Premium members who are current Investor subscribers. Portfolios in Investor are ...

Octus, the essential credit platform for the world’s leading buy-side firms, investment banks, law firms, and advisory firms, today announces the launch of Sky Road Research Management, an integrated ...

Despite the compliance hurdles, more than one third of financial advisors see direct handling of clients’ assets by FAs acting as their portfolio managers clearly outpacing other fee-based management ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

If diversification is the only free lunch on Wall Street, then fund manager Michael Cuggino is offering retirement investors a buffet. Of course, the $2.8 billion Permanent Portfolio tends to ...

The definition of portfolio management is the act of making investment decisions for an investment portfolio, either for oneself or someone else, in order to meet an investor's goals. Portfolio ...

Financial Engines has hired Omar Aguilar as head of its Portfolio Management group, reporting to Chief Investment Officer Christopher Jones. In his new role, Aguilar is responsible for all portfolio ...

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Effective March 1, 2025, Aristotle Pacific Capital, the sub-advisor for Aristotle Funds’ fixed-income funds, announced today that C. Robert Boyd and Tommy Zhang ...

The State Board of Administration of Florida (SBA) is the investment organization managing the assets of the Florida Retirement System (FRS) and other funds. With more than $206 billion in total ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Managing a portfolio of products is more than managing the sum of its parts. For most of us ...

In Investor, watchlists track investment ideas or securities that you don't currently own. They can also be used to compare two or more securities using custom views you create. Unlike with Portfolio ...

A new study published in Ecological Applications demonstrates that commercial fisheries function much like an investment portfolio: diversity brings stability. The research shows that when different ...