CNBC: Investing

MARCH 7, 2024

Sonali Pier is a portfolio manager at Pimco and leads the firm's Diversified Income Fund.

Portfolio Management 140

Portfolio Management Portfolio Funds Management 140

CNBC: Investing

NOVEMBER 18, 2023

The new ETF has the same management team as a five-star GMO mutual fund with a strong track record.

Portfolio Management 111

Portfolio Management Management Portfolio IT 111

CNBC: Investing

SEPTEMBER 2, 2024

This aerospace stock should triumph as ongoing manufacturing troubles plague Boeing, Artisan Partners' Chris Smith says.

Portfolio Management 107

Portfolio Management Stock Portfolio Manufacturing 107

CNBC: Investing

DECEMBER 29, 2023

Baron Fifth Avenue Growth (BFTIX) has rallied more than 58% this year, taking the No.1 1 spot for a winning stock fund in 2023, according to Morningstar.

Portfolio Management 102

Portfolio Management Funds Stock Portfolio 102

CNBC: Investing

SEPTEMBER 27, 2023

We polled 300 CIO, equity strategists and portfolio managers about where they stood on the markets for the rest of 2023 and beyond.

Portfolio Management 135

Portfolio Management Portfolio Investors Equities 135

CNBC: Investing

SEPTEMBER 23, 2024

Bill Nygren, portfolio manager at Oakmark Funds for 40 years, said he is picking cheap stocks outside the dominant tech sector.

Portfolio Management 120

Portfolio Management Stock Investors Portfolio 120

The TRADE

JUNE 27, 2023

The LBX suite is now connected to ICE ETF Hub’s FIX application programming interface (API), providing third-party platforms and ETF market participants with improved access to the ICE ETF Hub platform, alongside the ability to systematically manage their creation and redemption orders.

Portfolio Management 64

Portfolio Management Portfolio Management Architecture 64

CNBC: Investing

SEPTEMBER 4, 2023

Portfolio managers say it's hard to pinpoint who the clear challenger to Nvidia will be, but the chipmaker won't be the only dominant player in town forever.

Portfolio Management 129

Portfolio Management Investors Portfolio Management 129

CNBC: Investing

OCTOBER 22, 2024

The goal of the new iShares AI Innovation & Tech Active ETF is to adapt as AI develops, according to the portfolio manager.

Portfolio Management 115

Portfolio Management Portfolio Trading Funds 115

CNBC: Investing

MAY 14, 2024

O'Neil was recently nominated for Morningstar's 2024 outstanding portfolio manager award for investing excellence.

Portfolio Management 112

Portfolio Management Management Portfolio Funds 112

CNBC: Investing

JUNE 6, 2024

Adam Benjamin, the primary manager of the Fidelity Select Technology Portfolio, told CNBC why he thinks Nvidia can maintain its momentum.

Portfolio 64

Portfolio Portfolio Management Management IT 64

CNBC: Investing

MARCH 6, 2024

Now is the time to diversify your portfolio beyond flashy tech plays, according to Sarat Sethi, portfolio manager of Douglas C. Lane & Associates.

Portfolio Management 106

Portfolio Management Portfolio Investors Stock 106

CNBC: Investing

FEBRUARY 27, 2024

Nvidia is still under-owned by portfolio managers even after the chipmaker's jaw-dropping advance.

Portfolio Management 109

Portfolio Management Portfolio Investors Stock 109

CNBC: Investing

DECEMBER 26, 2023

These stocks are less economically sensitive and have attractive defensive qualities, according to portfolio manager Patrick Kaser.

Portfolio Management 108

Portfolio Management Stock Portfolio Economics 108

CNBC: Investing

DECEMBER 23, 2023

These small cap stocks are set to gain ground on their large cap counterparts in 2024, Royce Investment Partners portfolio manager Miles Lewis says.

Portfolio Management 108

Portfolio Management Stock Portfolio Investors 108

CNBC: Investing

JANUARY 8, 2024

The Satori Fund founder and portfolio manager said megacap tech stocks, which led the market last year, will have to prove themselves this earnings season.

Portfolio Management 102

Portfolio Management Stock Portfolio Funds 102

CNBC: Investing

JANUARY 2, 2024

The founder and senior portfolio manager of the Satori Fund selected two names from the so-called Magnificent Seven as his favored shares for the new year.

Portfolio Management 102

Portfolio Management Funds Investors Portfolio 102

CNBC: Investing

JUNE 19, 2023

Veteran portfolio manager Jim Casselberry is trying to do something about that. Economic freedom has been more elusive for Black people.

Investment Manager 98

Investment Manager Management Portfolio Management Portfolio 98

CNBC: Investing

JULY 18, 2023

The Baron Opportunity Fund has soared 45% this year, and its portfolio manager believes the strong performance stems from his early investments in AI.

Portfolio Management 98

Portfolio Management Funds Management Portfolio 98

TechCrunch: M&A

JANUARY 13, 2025

Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5

Investment Manager 219

Investment Manager Management Investment Asset Management 219

Global Newswire by Notified: M&A

JUNE 20, 2023

As per the report by Fortune Business Insights, the global Project Portfolio Management Market size is projected to reach USD 7.95 As per the report by Fortune Business Insights, the global Project Portfolio Management Market size is projected to reach USD 7.95 billion by 2030, at a CAGR of 7.7%

Portfolio Management 40

Portfolio Management Portfolio Management Business 40

Wall Street Mojo

FEBRUARY 9, 2024

What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

CNBC: Investing

MAY 3, 2024

Ariel Investments' Christine Phillpotts offered three reasons emerging market assets will outperform in 2024 and beyond.

Portfolio Management 61

Portfolio Management Investment Portfolio Management 61

CNBC: Investing

APRIL 10, 2024

Investors should focus on quality companies with high pricing power and adjust their duration risk in bonds, according to strategists and portfolio managers.

Investors 80

Investors Portfolio Management Portfolio Management 80

CNBC: Investing

NOVEMBER 21, 2024

Vanguard launched two new active ETFs focused on tax-free municipal bonds on Thursday.

Portfolio Management 57

Portfolio Management Portfolio Management 57

Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. It's a tool to manage and diversify risk while seeking returns. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio.

Portfolio 52

Portfolio Investment Portfolio Management Investors 52

PE Hub

FEBRUARY 26, 2024

The firm also hired Alison Kimmell as managing director, development and portfolio management, real estate, and appointed Colin Catherwood to managing director, investments, real estate. The post Fengate names McKenna as real estate president appeared first on PE Hub.

Portfolio Management 83

Portfolio Management Portfolio Management Investment 83

The TRADE

JULY 12, 2024

Read more: State Street Global Advisors hires from within for new head of EMEA In 2019, Corbyn was one of The TRADE’s Rising Stars , recognised for his well-regarded work on the London trading desk where he specialised in developed European markets, providing coverage to the global portfolio management teams.

Equities 105

Equities Portfolio Management Trading Portfolio 105

CNBC: Investing

JULY 3, 2024

Julie Biel, chief market strategist at Kayne Anderson Rudnick, said small and mid caps are "part of a balanced diet" for investors.

Portfolio Management 49

Portfolio Management Investors Portfolio Management 49

Beyond M&A

SEPTEMBER 19, 2023

Value creation is often the primary focus in the investment world, where the goal is to paint a picture of prosperity and success for portfolio companies. While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential destruction.

Portfolio Management 147

Portfolio Management Portfolio Private Equity IT 147

CNBC: Investing

MARCH 21, 2025

Janet Rilling is a senior portfolio manager and head of the plus fixed income team at Allspring Global Investments.

Portfolio Management 61

Portfolio Management Management Portfolio Funds 61

The TRADE

SEPTEMBER 15, 2023

The newly introduced alternative data function, ALTD <GO>, supports equity analysts and portfolio managers with intra-quarter insights which can be incorporated into research workflows, paired with consensus estimates, company news, research and guidance – ahead of earnings announcements.

Portfolio 69

Portfolio Profitability Portfolio Management Equities 69

The TRADE

SEPTEMBER 5, 2024

Prior to joining Citadel in 2019, Boland spent five years at BlackRock as an associate and later a trader and just under a year at HBK Capital Management as a trader before that. Previously in his career, he undertook several banking, capital markets, and portfolio management internships across PwC, KPMG UK, BlackRock, and Jefferies.

Capital 89

Capital Portfolio Management Capital Market Equities 89

The TRADE

AUGUST 1, 2024

Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income. Following this, Lambert was promoted to portfolio manager, fixed income for just over five years. Before joining MFS, she spent seven and a half years at BNY Mellon (now BNY).

Investment Manager 64

Investment Manager Investment Management Portfolio Management 64

The TRADE

JANUARY 5, 2024

He began his career as a junior portfolio manager at RSA covering US equities. Previously in his career, he spent two years at Praeda Capital and a year at London Capital Group, both in trading roles focused on arbitrage strategies.

Capital Market 104

Capital Market Equities Capital Portfolio Management 104

CNBC: Investing

MARCH 5, 2024

Zehrid Osmani, a portfolio manager at Martin Currie, says he's not worried about Nvidia's ever-climbing stock price.

Portfolio Management 64

Portfolio Management Valuation Portfolio Investors 64

CNBC: Investing

AUGUST 6, 2024

A few Apple analysts speculated that the profit-taking move from the Oracle of Omaha was driven by portfolio management and valuation concerns.

Portfolio Management 57

Portfolio Management Valuation Sale Portfolio 57