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 ...

We recommend starting by reading our last month Portfolio Performance article available here.For those who've read these articles before, I recommend skipping to the portfolio performance section, ...

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

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 ...

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 ...

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 ...

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 ...