Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

Portfolio return measures the gain or loss of an investment portfolio over time. Learn how it influences investment ...

Relying on the backtest, SPMO generates alpha compared to the S&P 500 or other factor-based ETFs. The time-sensitive structure of SPMO mitigates the overcrowded risk, but hardly calms downturns, and ...

Join us for a deep dive into the world of factor risk models, the essential tools for predicting portfolio volatility, optimising your investments, and understanding risk and return. This webinar will ...

How many times have you heard that phrase or something similar? It’s usually meant to encourage. A rallying cry for entrepreneurship, industry and capitalism, it also alludes to the inverse — that ...

This focused session discusses factor misalignment in portfolios construction, specifically around how it occurs when mean-variance optimization is performed on an alpha factor that is not contained ...

Management expects the portfolio balance to trend lower in the third and fourth quarters as loan and REO resolutions continue. Stephen Alpart, CIO, reiterated, "We expect to return to our core lending ...

Mutual fund investment: In the episode of Bano Apna Finance Minister by ET Now Swadesh, Aditya Shah, an expert, guides on how to move forward on your investment journey. With that, we bring to you 7 ...

Amid a constantly changing landscape, investment teams continue to face pressure to grow assets under management. However, piecing together vast amounts of data from disconnected platforms can drag ...

This critical factor often overlooked by investors can dramatically alter long-term wealth, even with consistent average ...