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

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 ...

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 ...

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 ...

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 ...

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 ...

A new study released by Wealthtender reveals that Americans overwhelmingly value the human touch in financial advisory relationships, with investment performance taking a back seat to trust and ...

The rapid proliferation and adoption of generative artificial intelligence (GenAI) has sparked a revolution across many industries, including the financial sector. A newly published study by Alex Kim ...

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 ...