Regardless of how you feel, it's wise to see a doctor for an annual physical exam. The same goes for an investment portfolio. Investors should periodically measure performance and analyze the types of ...

Wouldn’t it be great if there was a consistent source of outsized investment returns that carry little or no risk? Unfortunately, no one has ever found one. (Although, that fact has never stopped ...

Investors have long defined success by whether they're beating a market benchmark and risk by volatility. If you outperform the market, you win. The more your portfolio value fluctuates over time, the ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's your Money Briefing for Friday, January 28th. I'm J.R. Whalen ...

Investors and academics have long sought for a way to compare the performance of portfolios on a risk-adjusted basis. If you can adjust for risk, you can directly compare the performance of portfolios ...

Amid challenging and volatile markets and negative stock performance in 2022, how can portfolio managers control portfolio liquidity risk effectively and maximise the returns from these investment ...

You’ve probably heard investing professionals talk about risk-adjusted returns. This is a way of measuring the performance of an investment that factors in risk—specifically, the extra risk required ...

Risk Tolerance Doesn’t Change With the Stock Marke... As an advisor, your job is to not only help clients reach their goals—but feel comfortable in their investment decisions. Yet that idea of ...

Inverse residual variance (IRV) weighting reduces noise and improves factor performance. Country and industry betas replace dummy variables for deeper, more accurate risk insight. PCA shrinkage ...

This article is written not only for investors with an intermediate-to-advanced degree of knowledge about financial metrics, but also for bitcoin skeptics whose concerns persist even as the asset is ...

You want your portfolio to be diversified, so you buy a handful of stocks: Apple (NASDAQ: AAPL), Tesla (NASDAQ: TSLA), JPMorgan Chase (NYSE: JPM), UnitedHealth Group (NYSE: UNH) and Procter & Gamble ...

The amount of level 3 assets, or those that are not actively traded, in a fund is one of the best and most accessible proxies for a fund’s liquidity risk. The difficulty of valuing these assets makes ...