In today’s article, I will show you the current allocation of the 20 largest positions of my personal investment portfolio. I will demonstrate that the portfolio is relatively concentrated, with 5 ...
The Illinois State Board of Investment (ISBI) manages approximately $22.2 billion for the Illinois State Employee Defined Benefit Plans as well as a $4.7 billion State Employee Deferred Compensation ...
Morningstar Inc. announced on Tuesday a major enhancement to Advisor Workstation Office Edition, their Web-based investment planning platform for independent financial advisors. The Office Edition now ...
Advent Portfolio Exchange (APX) and Geneva are designed to provide buy-side firms with high levels of operational efficiency and access to real-time data. APX allows firms to manage alternatives, ...
Schroders Investment Management is searching for a new portfolio accounting system to support its core business in London and New York. The new system will replace multiple legacy systems and provide ...
Though much of the debate over loan modifications has centered on smoothing conflicts with investors in securitizations, modifications of mortgages are starting to cause headaches for lenders holding ...
At 35%, SCHD constitutes the largest overall proportion of this dividend portfolio. The reason for including SCHD is to achieve a desirable portfolio mix of dividend income and dividend growth, while, ...
BOSTON – Buy-side portfolio accounting system vendors are finding themselves in an increasingly competitive arena as ASP and other technologies well established in the front-end market make their way ...
CHICAGO--(BUSINESS WIRE)--GeoWealth, a modern turnkey asset management platform (TAMP) built for advisors, today announced a strategic partnership with 55ip, the technology platform designed to ...
SAN FRANCISCO--(BUSINESS WIRE)--Kraken, consistently rated the most secure digital asset exchange and leader in euro volume since 2013, today announced the acquisition of Interchange, a best-in-class ...
The annual ritual of changing clients' portfolio allocations for the new year no longer suffices when technology enables instant rebalancing, according to planners and other experts. For example, the ...