Polen Focus Growth Portfolio reports a -1.4% return in Q4 2025, lagging the index due to Oracle's performance. Review new ...

Polen Capital reports Q4 2025 results for the Focus Growth Portfolio amid AI sector volatility. Explore detailed attribution ...

Success for institutional investors is built on operational excellence, performance attribution, risk management, and cash management. Over the course of 2024 we’ll explore these themes in detail and ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Just a couple of years ago in 2022, the 60% stock/40% bond portfolio seemed to fail investors, as both stocks and bonds finished the year in ...

Apollo has announced the appointment of Brian Chu as a Partner and Head of Apollo Portfolio Performance Solutions (APPS), where he will lead efforts to enhance operational support for the firm's ...

On March 19, the SEC released updated guidance for compliance with Rule 206(4)-1 under the Investment Advisers Act of 1940, with two major revisions: (i) an update to prior guidance regarding the use ...