Marram Investment Management's Portfolio* appreciated +19.3% (net) in 2024. Since inception, Marram has generated +584.5% ...

The next chart shows Modern Portfolio Theory on one chart.

Trade conflict resulting from US tariffs may weigh on growth. TD Asset Management's Hussein Allidina discusses how increased ...

New investors may not be aware but equity markets have corrected by more than 50 percent many times in the past and can experience similar volatility in future as well. Therefore, equity allocation in ...

Antonov’s latest paper, co-authored with Lopez de Prado and Adia’s co-head of quant R&D Alexander Lipton, compares HRP with the original Markowitz method and finds that it produces more robust risk ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

In a recent discourse within the cryptocurrency community, Ethereum co-founder Vitalik Buterin has openly dismissed the notion that investors should allocate a specific portion of their portfolios to ...

Fintel reports that on February 6, 2025, William Blair initiated coverage of Mersana Therapeutics (NasdaqGS:MRSN) with a ...

Definition: Asset allocation is an investment strategy by which an investor or a portfolio manager attempts to balance risk versus reward by adjusting the percentage of amount invested in an asset of ...

To screen for the top-performing funds in this category, we looked for those with the best returns over the last one-, three- ...

Our research team assigns Neutral ratings to strategies they’re not confident will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis. Each fund in this ...

Periodic assessments of mutual fund investments provide several advantages: risk management, investment discipline, flexible ...