Scenario analysis can help forecast investment performance, based on different factors and situations. This strategy could help with managing risk and potentially increasing returns. However, it’s ...

FINCAD, a provider of sophisticated valuation and risk analytics for multi-asset derivatives and fixed income portfolios, announced that its F3 solution has been enhanced with advanced scenario ...

Tracking and analyzing your investments can be a complicated and time-consuming task. Between expense ratios, dividend yields, management fees, tax planning, and asset allocation, there can be a lot ...

Scenario analysis is a useful tool to get a sense of what long-term expectations are implied by any given stock price. Discounted cash flow models used improperly can cause overconfidence and a false ...

Family Offices need to be strategic about asset allocation, because the right diversified approach can help mitigate losses in stressed markets. Investment managers and regulators are relying ...

The new tools available as part of Markit Portfolio Valuations include a Scenario Analysis service, which enables customers to stress test the market data inputs used to generate their valuations. In ...

Below, we cover the best portfolio analyzers and analysis tools in detail. (Personal Capital is now Empower) has 3.3 million users, some of whom use free tools such as the Personal Dashboard, and some ...

BlackRock’s Aladdin platform is a buy-side-focused multi-asset portfolio analysis offering designed to provide investors with the information and transparency they need to make the most informed ...

This was written by Mihai Stefanita, Constantin Cosereanu and Steven Ioannou. It first appeared on the Bloomberg Terminal. How did stocks perform as the Spanish flu ran its course a century ago? At ...

The classic 60/40 allocation faces heightened risks. Find out why I recommend a mix of 60% equities, 20% precious metals, and ...

Analysis tools can be extremely valuable to a small business owner. Whether you are starting out or you have already developed a business, it is useful to assess your business and your decisions using ...