Discover how the Modified Dietz Method measures investment returns, factoring in cash flow timing and excluding skewing ...

In anticipated amendments to guidance on the Securities and Exchange Commission’s marketing rule, the regulator’s Division of Investment Management has lightened the burden for registered investment ...

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 ...

The SEC's newly unveiled guidelines around its Marketing Rule may prove to be a mixed blessing for investment advisors, as some of the brighter lines it draws may leave certain registrants offside and ...

A new survey suggests that when it comes to selecting and staying with an advisor, investors aren't likely to decide based on their portfolio performance. Instead, the findings from the poll by ...

Investment performance and valuation analysis continue to stand at the forefront of financial research and practice, underpinning both the assessment of asset profitability and the strategic ...

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 ...

In Part 2 of my five-part series, we will assess investment returns through the lens of their alignment with your personal values. Traditionally, pure returns were the primary metric for evaluating ...

Being under the illusion that you are earning a high rate of return when your true return is sub-par often leads to overconfidence, which is a performance killer. Money-weighted returns (also called ...

AGNC (AGNC) had a pretty average quarter with results coming in a little weaker than I hoped. They raised a lot of money earlier this year but didn’t put it to work as aggressively as some peers. The ...

TORONTO--(BUSINESS WIRE)--CI Global Asset Management (“CI GAM”) announces that its investment funds have earned 15 LSEG Lipper Fund Awards for Canada for 2025. This marks the third consecutive year ...