Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

Alternative investment platform iCapital has added new capabilities to its Architect portfolio construction tool, including making a customed version available on the website of asset manager Apollo ...

iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announces its portfolio construction tool, Architect, is available on ...