Portfolio return measures the gain or loss of an investment portfolio over time. Learn how it influences investment ...

Stochastic dominance provides a rigorous method to compare uncertain prospects without imposing restrictive assumptions on investor risk preferences, thus offering an alternative to traditional ...

Optimizing an investment portfolio to maximize returns while minimizing risk is the ultimate goal for investors and their advisers. However, there is no set path and challenges always arise. One such ...

The Challenge: Breaking Free from One-Size-Fits-Al... Screening different funds and running comparisons has been extremely useful. For financial advisors who want to differentiate their services and ...

Risk-parity portfolios weight asset classes by volatility, and use modest leverage to boost returns while keeping volatility manageable. This article will walk you through a simplified example of how ...

With the rise of new, more comprehensive environmental, social, and governance metrics, aligning portfolios with ESG standards is becoming increasingly complex. For years, there were two key ways to ...

Model portfolios are an attractive investment vehicle for advisors to outsource some, or all, of their portfolio construction responsibilities to focus on more holistic financial planning. Offered by ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...