SEBI introduces new disclosure regulation for mutual funds, emphasizing Information Ratio to measure scheme performance ...

Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk.

Are the bonds in high-yield or government instruments? Morningstar’s Portfolio Risk Score is a powerful new tool to measure and compare investment risks at a holdings level, so you can more ...

For a clearer picture, you must measure your portfolio's risk-adjusted return. Accounting for risk fine-tunes the concept of return. For example, a 2% annual total return may initially seem small.

WisdomTree US Value ETF offers high shareholder yield, low valuation, strong momentum, and low expense ratio. See why WTV is ...

No investor feels good when their portfolio is going down. Risk composure measures how well your clients can regulate their emotions, stick to their long-term convictions, and make investment ...

Time-weighted rate of return is a measure of a portfolio’s ... representation of the ideal balance between risk and return in an investment portfolio. The frontier consists of portfolios that ...

Skyward Specialty also announced the following fourth quarter 2024 preliminary results and provided 2025 guidance: Highlights for the fourth quarter included: Gross written premiums of $388.4 million, ...

Risk-adjusted returns offer a more comprehensive view by considering the consistency of returns relative to the risk taken.

Concentration in equity markets has reached unprecedented levels, particularly in the United States.(1) A select few mega-cap ...

Volatility can signal investor fear but also offer an opportunity to clear minded buyers. Among professional portfolio managers, views vary on what action to take to protect their clients’ funds. Some ...