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 ...

Active risk involves deviations from benchmarks with opportunities for higher returns. Learn how to calculate it and view practical examples of funds leveraging active risk.

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Gordon Scott has been an active investor and technical analyst or ...

You wouldn’t use a hammer to cut a piece of wood or use a screwdriver to saw a log. It is the same with risk management – use the wrong risk measure on a client’s portfolio and you can botch the job, ...

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 ...

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 ...

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 reassurance doesn’t look the same for all investors: While ...

The average investor may not be familiar with what beta means, but they are no doubt fully aware of what it represents. Although there are different types of risk in the market, a stock’s beta ...

Blindly holding a 50/50-stock/bond portfolio doesn’t work anymore. Volatility demands risk mitigation, and the 40-year bond rally has no more room to run. Forget what was normal before. Risk ...