Although the company showcases robust operational performance and strong financial health, its valuation metrics imply that ...

The CFA® Institute invented and maintains the Global Investment Performance Standards (GIPS) governing investment management ...

S&P 500 gained 17.6% in 2025 led by Tech & AI tailwinds. Click for my full review of the changes made to my holdings and what ...

My portfolio gained 9.94% in 2023 but lagged behind the MSCI World for the second year in a row. US bank stocks and German stocks were top performers, while GUILLEMOT CORP. and Foot Locker were the ...

At the beginning of 2022, investment outlooks predicted a volatile market. Inflation was expected to rise while the stock market slowed. Experts predicted negative bond returns and single-digit stock ...

The 60/40 portfolio is the standard-bearer for investors with a moderate risk tolerance. It gives you about half the volatility of the stock market but tends to provide good returns over the long term ...

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 ...

A detailed analysis examines various methods to protect investments when market downturns occur. The article reviews several techniques and provides insight into how each strategy works. Investors can ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Visualizations can be crucial for effectively sharing information with your team, or clients, about what’s happening with your portfolio. They can also potentially help you make timely investing ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...