Since 1995, we’ve had three major bull markets, two major bear markets and experienced the near-collapse of the world financial system in 2008. Not surprisingly, many advisors are scratching their ...

Faced with crowded markets and higher expectations from clients and firm owners, investment management professionals are ...

Investing in the stock market is difficult, especially in light of the unexpected events that occurred in 2022. It is essential to have a thorough understanding of one's portfolio to make educated ...

Semiliquid funds offer investors greater access to private markets than mutual funds and exchange-traded funds, but we assess these funds’ investment processes in much the same way. There are a few ...

Investment management is the process of building a portfolio of stocks, bonds and other investments based on your goals. You can hire an investment management service or manage your own portfolio.

What Is a Global Macro Hedge Fund? Global macro hedge funds are specialized investment vehicles that aim to generate returns by identifying and capitalizing on global economic trends and shifts in ...

Every investor has their own needs, objectives and risk profile. Sharing portfolio management approaches can improve performance by sharing knowledge and experience. My household portfolio plan is ...

The versatility of this one-stop product is key for us. Having a centralized data resource that can be applied across various types of analysis is impactful. In the ever-evolving landscape of wealth ...

This article was written by Buyside Market Specialist Phil Capone. Extreme volatility, macroeconomic uncertainty, new geopolitical risks, and increased regulations make navigating today’s markets ...

Real estate general partners (GPs) have a lot of operational tasks to juggle. Historically, investment management activities, like fundraising and distributing payments, have been the most ...

With today’s technological advancements, financial advisors, insurance companies, broker-dealers, law firms and CPA firms never had it this good. Nowadays, turnkey asset management providers (TAMPs) ...