The San Mateo, California-based asset manager wants to start a new exchange-traded fund that will invest in equities, debt, commodities and currencies -- rather than allocating to one asset class.
WealthManagement.com & Cerulli Associates are conducting a survey on portfolio construction and product use. You’ll be entered to win a $500 American Express gift card - PLUS you'll receive the new Cerulli report “Managing Growth” (value $3,500) just for completing the survey.
