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

The Treynor-Black model combines an active and passive portfolio strategy to enhance risk-adjusted returns. Discover how it ...

When building an investment portfolio, one of the most important decisions is how to balance real assets and financial assets. Each plays a distinct role: Financial assets like stocks and bonds offer ...

GPS strategies incorporate a variety of asset allocation approaches, including strategic, tactical constrained, tactical unconstrained, and absolute return. Genworth Financial says it created GPS for ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Inflation is an inevitable economic reality that erodes your purchasing power over time.

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...

Portfolio optimisation and asset allocation strategies have evolved into sophisticated tools for managing financial risks while striving for superior returns. Recent advancements integrate classical ...

Income investment strategies in a dividend world are guided by a macroeconomic backdrop that’s subject to many moving parts. The Fed is widely expected to lower interest rates at its September meeting ...

When it comes to making your retirement savings last, there are two fundamentally different approaches you can take. The ...

Reaching 72 with $900,000 in tax-deferred retirement accounts means navigating required minimum distributions (RMDs) while ...