Portfolio Construction

What goes into portfolio construction? Elements include objectives and constraints, determining asset allocation, evaluating and selecting investment options and monitoring and managing them going forward. Consider these articles to help broaden your understanding of portfolio construction.

The Unique Positioning of Mid-Cap Investing

December 31, 2023

Investors are potentially missing out on a major portion of the market by not participating in the mid-cap arena. Are you overlooking this opportunity?

Portfolio Construction

U.S. vs. Developed Markets Equities Insights

Explore timely insights on U.S. vs. developed markets. We evaluate historical data and statistical relationships to identify drivers or signals as of August 31, 2023.

Portfolio Construction

Growth vs. Value Equities Insights

Richard "Crit" Thomas, CFA, CAIA August 31, 2023

Explore timely insights on growth vs. value. We evaluate historical data and statistical relationships to identify drivers or signals as of August 31, 2023.

Portfolio Construction

Emerging Markets: Is Past Prologue? We Don’t Think So

December 9, 2021

Much like an iceberg, a great deal lies beneath the surface of the MSCI EM Index. By exposing the hidden layers, we can better understand what has happened in Emerging Markets over time, and better judge prospects going forward. We’ve identified five such contributors that help explain the relative underperformance of the MSCI EM Index.

Portfolio Construction

Disruption as a Difference Maker

August 23, 2020

In actively managing the Touchstone Sands Capital Select Growth Fund, its sub-advisor favors large cap growth companies that in its view use ‘dislocation and disruption’ to their advantage.

Portfolio Construction

growth middle class impact emerging markets

How Does Growth in the Middle Class Impact Emerging Markets?

Richard "Crit" Thomas, CFA, CAIA March 4, 2019

Most developed markets today are hamstrung by weak demographics.

Portfolio Construction