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 ...

Learn why the geometric mean is preferred for portfolio returns and how it offers deeper insights into financial performance that the arithmetic mean.

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 ...

On March 19, 2025, the staff of the U.S. Securities and Exchange Commission (the “SEC”) updated its Frequently Asked Questions (“FAQ”) pertaining to Rule 206(4)-1 (the “Marketing Rule”) under the ...

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 ...

Shares of the Harbor Small Cap Value Fund are unavailable to new investors as of June 1, 2021. The Fund continues to accept investments from existing shareholders and allows exchanges from other ...

This article was written by David Krein, Head of Real-Time Pricing Research at Bloomberg. In the US Investment Grade market, portfolio trading (PT) has seen substantially increased adoption over the ...

Apollo has announced the appointment of Brian Chu as a Partner and Head of Apollo Portfolio Performance Solutions (APPS), where he will lead efforts to enhance operational support for the firm's ...

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 ...