Learn how to diversify your investment portfolio with different securities and asset classes to minimize risk and enhance ...

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 ...

Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...

Downside risk refers to the potential for an investment to decrease in value. Unlike general risk, which considers both upward and downward price movements, downside risk focuses solely on the ...

Over time, investment portfolios can drift away from their original allocation. This can happen for a range of reasons. A new fund manager could deviate from a fund’s original process. Fund managers ...

Based on our research, in 2022, we entered a new market cycle that is expected to generate low returns for the next few years. The previous similar market cycles (1968-1982 and 2000-2009) recorded ...

We seek to characterize the trading behavior of an agent, in the context of a continuous-time portfolio choice model, if she measures the risk by a so called weighted value-at-risk (VaR), which is a ...

Actionable product demand and usage feedback must find its way back to portfolio managers for continuous portfolio optimization to occur. Morningstar provides a framework and measurement for matching ...