Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...
NEW YORK--(BUSINESS WIRE)--Octus, formerly Reorg, the leading provider of global credit intelligence and data, today announces the availability of its latest data solution, Octus Portfolio Analytics ( ...
As 2026 dawns, mutual fund investors should strategically review their portfolios. Focus on aligning investments with financial goals and risk appetite, moving beyond just NAV. Evaluate fund ...
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 ...
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. CAGR is ...
Investing can be complicated with many moving parts, but modern portfolio theory (MPT) is a valuable tool to piece them together efficiently. If you've ever wondered how to construct a well-balanced ...
For the average investor, the BogleHead model of a small collection of broad market funds may be the best template for building a diversified long-term portfolio. Today, I will propose a "four fund ...
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