A recent report notes that, as of the fourth quarter of 2020, the top nine DC managed account providers comprised more than $400 billon in DC assets.
The rapid growth in passive ESG funds is an exciting development for investors, who can now choose among a wider array of funds marketed as ESG.
Passive equity portfolios continue to gain popularity, but some might not know that a small group of stocks have driven most recent gains.
Collaboration simplifies workflows across portfolio design, construction, risk management.