Much of the focus on the Securities and Exchange Commission’s new marketing rule, which takes effect in November 2022, centers on the fact that investment advisors can now use testimonials and ...

The stock market is often a gauge of economic health and a potential gold mine for investors. However, the reality is that the average investor frequently fails to fully capitalize on the stock market ...

In recent market discussions, experts have highlighted the advantages of private investment vehicles over traditional public market options such as the S&P 500. The analysis explains how private ...

Interest in sustainable investing has surged around the world in recent years. In boardrooms, C-suite offices and policy conferences, the stakeholder has overtaken the shareholder as the primary focus ...

After years of framework development, metric definition, and data collection, many investors are increasingly able to anticipate, measure, and manage the social and environmental results of their ...

Jonathan Dash is founder of Dash Investments. As CIO, he is responsible for the firm's Investment Management and Asset Allocation decisions. From bull market to bull market over the past 10 years, ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

The investment performance of portfolios run by women has paced that of portfolios run by men, according to a new study by Morningstar. Morningstar’s first survey-driven Diversity in Asset Management ...

There are many ways to evaluate investments. One way is simply to look at the monthly statement from your custodian and see if you gained money or lost money. The other way is to look at the quarterly ...

The inaugural solution aims to address demand for accurate and real-time performance analytics, helping investment managers examine the effectiveness of their investment strategies. SimCorp has ...

PennantPark is a BDC with a robust balance sheet with relatively low leverage and adequate liquidity. The company pays generous dividends and intends to switch to monthly distributions. The company is ...

Prudential Financial (NYSE:PRU) posted better-than-expected Q1 earnings on Wednesday, reflecting strong investment performance and net inflows at its PGIM investment management business. Total assets ...