An Asset Manager is a professional who meticulously oversees, manages and coordinates the assets of an individual or a business entity. These assets could range from tangible ones, such as real estate ...

Investment management encompasses choosing, monitoring and adjusting a portfolio of assets. Here’s what it involves, why it matters and how to approach it ...

Private markets, semiliquid funds, and the firms that offer them are each different. In early September, our manager research team will launch its first set of Morningstar Medalist Ratings for ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

As competition intensifies across the asset management industry, it's clear that traditional business models are being redefined. To earn a seat at the table with advisors and institutional investors, ...

Portfolio management ensures that your investment portfolio is aligned with your goals, risk tolerance and time horizon ...

Younger generations are on the precipice of a colossal wealth transfer. Over the next two decades, more than $84 trillion will be passed down by older generations, according to market research from ...

In US equities, attribution used to be relatively straightforward. Fund managers broke down returns into sector allocation and stock selection. If technology outperformed and you were overweight, that ...

This article appears courtesy of Global Investor. GLOBAL INVESTOR: What do asset managers need to do to stay profitable in the next decade? Paul Bateman, CEO, JP Morgan Asset Management: Performance ...

Nvidia, OpenAI, DeepSeek, Microsoft, Google – the list of names driving the AI boom continues to grow. But there’s one thing that unites them all, and US asset managers are determined to benefit.