Research shows that certain kinds of stocks have outperformed the broad market on a risk-adjusted basis over the past 50 years. These include companies that are undervalued or small, have consistently rising stock prices, are less volatile, or are efficiently managed and consistently profitable.
Increasingly, managers are integrating environmental, social and governance (ESG) factors into their investment process and beginning to actively engage with companies.
To mark four decades of growth and commitment to the advisory community, Advisors Asset Management produced a 40-Year Strong video that reinforces our core mission of empowering financial advisors to succeed.
In this edition of Envestat, we’re taking another look at the portfolio performance and examining outliers to determine what may be driving either positive performance or underperformance.
As you are likely well aware, the debate regarding active versus passive investing has existed for a while. And recently, headlines seem to increasingly indicate that active investing has run its course – most managers are failing to meet their benchmarks.
For the first time ever, BlackRock is enabling all portfolio managers to stress test their portfolios to future carbon price scenarios. Andre and Mike explain why.
Can value still be found (or created) ten years into the European property market cycle? And if so, which sectors, geographies and risk profiles look most compelling? Barings’ Charles Weeks weighs in.
Increasing interest in sustainable and ESG (environmental, social and governance) investing means more opportunity for investors to find the best fit for their portfolios. Here are some of the key trends we’re seeing.