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 ...

Defining success is an important but often ignored aspect of evaluating investment performance. Although performance reviews ...

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 ...

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 ...

In Part 2 of my five-part series, we will assess investment returns through the lens of their alignment with your personal values. Traditionally, pure returns were the primary metric for evaluating ...

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 monitoring refers to the ongoing process of tracking and evaluating the performance of an investment portfolio, ensuring that it remains aligned with an investor's financial goals and risk ...

Investment reporting is the process of creating and distributing detailed analyses of investment portfolios. These reports cover performance, asset composition, and investment strategies, and provide ...

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 ...

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 ...

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 ...