Assets under management (AUM) reflects the total market value of investments held under management by an individual, fund, institution, or financial advisor. Assets under management (AUM) is the total ...

One key metric that offers valuable insights into a company’s financial health is the return on average assets (ROAA). This financial ratio measures how effectively a company uses its assets to ...

Typically, a company reduces the value of its fixed assets steadily over time as its real estate, equipment, and other assets are used in the normal course of business. Sometimes, however, unexpected ...

Net asset value is a measure of a fund's net worth. It's what's left over after you subtract all of a fund's liabilities from its assets. It's similar to shareholder's equity, which you'd find on the ...

Mutual funds hold trillions of dollars in investment assets, and investors commonly look to mutual funds in order to get diversified portfolio exposure at low cost. One primary factor in determining ...

Trema, the premier provider of strategic software solutions for the financial industry, today announced that it has launched NAV Monitor, the industry's first solution for the real-time calculation ...

The balance sheet provides a look at a business at a snapshot in time, often at the end of a quarter or year. In some cases, the accounts on the balance sheet -- assets, liabilities, and equity -- can ...

Private markets focus on investments not traded on the public market, which are less regulated, less liquid, and are usually ...

John Schmidt is the Former Assistant Assigning Editor for investing and retirement. Before joining Forbes Advisor, John was a senior writer at Acorns and editor at market research group Corporate ...

Anna-Louise Jackson is a contributor to Buy Side and an expert on economics, investing and real estate. Assets owned for one year or less generate short-term gains. Assets owned for over one year ...