I’m inheriting my elderly parents’ $680,000 investment portfolio — it’s managed by a long-time adviser with a 1.75% fee. Should I fire the manager for taking too high a ...
Not only have you inherited your parents’ portfolio, you’ve also inherited their long-time advisor. You’ll have to decide for ...
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Portfolio Management Services vs Alternative Investment Funds: What's better for high-net-worth individuals
AIFs and PMS being high-risk and high-reward instruments, a decision must be made on the basis of one's financial goals and ...
Emerging markets don't know how to react to US tariff uncertainty: Portfolio manager
Jae Lee of TCW Emerging Markets Group sees further uncertainty and more risk premium being priced in for emerging markets ...
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Aristotle Pacific Announces Portfolio Manager Changes
In addition, Boyd will no longer serve as portfolio manager for the Aristotle High Yield Bond Fund, but portfolio managers ...
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How Hedge Fund Portfolio Management Software Works: A Comprehensive Guide
Hedge funds rely on advanced tools to stay competitive. One such tool is hedge fund portfolio management software, a ...
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Best Portfolio Management Software Tools of 2025
From providing POS systems to small tourist shops to data security and account management Matthew has provided business solutions to many individuals. The best portfolio management software ...
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Jensen Investment Management Promotes Jeff Wilson, CFA to Portfolio Manager of Jensen Quality Growth Investment Team
Jensen Investment Management, a 100% employee-owned active equity investment management firm, today announces the appointment ...
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Tokenized Assets Can Redefine Portfolio Management
By representing real-world assets as digital tokens on a blockchain, we can begin to generate the kind of daily, ...