Portfolio construction

How advisors manage market volatility

Market Insights

How advisors manage market volatility

Pre-retirees and fixed income allocations pose particular challenges

By Michelle Schriver |March 10, 2020

4 min read

Where do thematic funds fit in a portfolio?

Products

Where do thematic funds fit in a portfolio?

ETFs focused on narrow themes can offer diversification, growth or a hedge against index funds

By Melissa Shin |February 12, 2020

3 min read

Qtrade Investor integrates Wealthscope’s portfolio analysis

Industry

Qtrade Investor integrates Wealthscope’s portfolio analysis

Users now have access to Portfolio Score, which provides a holistic assessment of portfolio construction

By Staff |October 30, 2019

1 min read

Protecting portfolios from climate risk

Advisor's Edge

Protecting portfolios from climate risk

Institutional investors are developing methods to measure exposure to climate change. Here’s what advisors need to know.

By Mark Burgess |September 20, 2019

12 min read