We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions ...

Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, insurance portfolio management, finance and accounting, personal investment and ...

Add a description, image, and links to the art-portfolio-template topic page so that developers can more easily learn about it.

However, Goodman Group accounts for almost 40% of the ASX 200 REITs index, and it rose 75% in 2024, thanks to excitement over its growing data centre portfolio. Meanwhile, the ASX 200 increased 7% ...

Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk.

Institutional Portfolio Target Returns: Many institutional portfolios aim for long-term returns of CPI plus 5%. In this context, securing a guaranteed CPI plus 2.2% through TIPS for a portion of ...

Building a portfolio to meet these goals requires a long-term perspective, a commitment to deep research, and a willingness to think (and act) independently. We share some thoughts on how to build ...

Closing the door on the old and ringing in the new year is a great time for reflection, and as an avid investor, my first stop is usually my portfolio. One area I like to review is what stocks ...

Your financial adviser may have a conflict of interest that you would never even think to ask about. Advisers are required by law to act in your best interest. They can sometimes be pushed to do ...