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.

Rhoads notes that preferred share issuance is highly concentrated in the financial services industry, including banks and ...

Discover how quantitative analysis can illuminate hedge fund performance, offering insights into risk metrics and benchmarks ...

What Is Sequence of Returns Risk? Sequence of Returns Risk refers to the risk that an investor will experience a low or negative return on their investments in the early years of their retirement, ...

This article is the first part of a five-part series. I'll go over each of these concepts in greater detail, starting with risk-adjusted returns. What Are Risk-Adjusted Returns? When investing, it's ...

Despite the massive potential to participate in the future of global growth, some investors still believe that emerging markets are risky. I launched Beyond Capital Ventures with this viewpoint as a ...

Most investors think of risk and returns one-dimensionally, as a line: as returns get higher, so does risk in lockstep. More ...

Following the news and watching the markets has been a rollercoaster as of late. With the US economy slowing down and analysts warning of an impending recession, everyone in the financial sector has ...

The most destructive risks are those that happen in our blind spots, unnoticed until the damage is done. This reality has become increasingly grim for financial services. Institutions face rising ...

iShares Flexible Income Active ETF - An opportunistic fixed income strategy positioned between HY and IG, which since launch has shown controlled volatility and competitive performance. Today, it’s ...

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As the risks to global financial markets intensify and take on new forms, regulators are revising and strengthening their requirements to bolster stability and ensure effective risk management . From ...