The investment industry is undergoing a transformation that is largely attributable to technological advancements. Investors will benefit from a basic understanding of ML algorithms and the impact ...

Today’s portfolio performance environment is harsh. Regardless of whether they are pursuing long-only cash strategies or emerging-markets derivative swaps; operating in developed or frontier markets; ...

A Financial Planning survey found that advisors believe AI will continue to transform wealth management. But experts say ...

Amidst higher interest rates, achieving alpha and managing risk in corporate credit necessitates a nuanced approach. Josh Lohmeier of Franklin Templeton Fixed Income unveils a dynamic portfolio ...

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...

CAIS, a leading alternative investment platform for independent financial advisors, has launched CAIS Advisors, a registered investment advisor aimed at improving portfolio construction tools. Headed ...

Harry Markowitz may not be a household name, but among asset allocators he is the undisputed king. Considered the father of modern portfolio theory (MPT), his foundational work (mostly done in the ...

As buy-side analysts piece together work in research, data, and portfolio-construction platforms, clunky tools slow down the process. Disconnected platforms drag out evaluation and conceal potential ...

Formue is this year’s winner for best bank for discretionary portfolio management in the Nordics and Baltics. Key to its success was the lender’s transition from a manually processed portfolio ...