The iShares MSCI USA Min Vol Factor ETF (USMV) offers broad U.S. equity exposure with lower volatility, targeting investors seeking risk reduction without sacrificing sector diversification. USMV has ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both. The popular research ...

Pre-engagement investigation is systematic due diligence preventing partnership failures. Investigate agency portfolios to see types of clients they've worked with and success stories generated.

Inverse residual variance (IRV) weighting reduces noise and improves factor performance. Country and industry betas replace dummy variables for deeper, more accurate risk insight. PCA shrinkage ...

Advisors intent on increasing their appeal to wealthy clients might consider entrusting portfolio construction to outside partners. Processing Content So suggest the findings of the research firm ...

Customization has become a priority in modern portfolio management. Yet most firms struggle to deliver it with the depth and consistency investors expect. Concentric Innovation is trying to change ...

This focused session discusses factor misalignment in portfolios construction, specifically around how it occurs when mean-variance optimization is performed on an alpha factor that is not contained ...

Adaptive Asset Allocation (AAA) offers a dynamic, rules-based portfolio strategy designed to deliver steady returns while minimizing downside risk. AAA stands out for ...

Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025, underscoring the growing demand for efficient, off-the-rack ...

The AI industry stands at an inflection point. While the previous era pursued larger models—GPT-3's 175 billion parameters to PaLM's 540 billion—focus has shifted toward efficiency and economic ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...