My portfolio gained 9.94% in 2023 but lagged behind the MSCI World for the second year in a row. US bank stocks and German stocks were top performers, while GUILLEMOT CORP. and Foot Locker were the ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

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 ...

We recommend starting by reading our last month Portfolio Performance article available here.For those who've read these articles before, I recommend skipping to the portfolio performance section, ...

At the beginning of 2022, investment outlooks predicted a volatile market. Inflation was expected to rise while the stock market slowed. Experts predicted negative bond returns and single-digit stock ...

Success for institutional investors is built on operational excellence, performance attribution, risk management, and cash management. Over the course of 2024 we’ll explore these themes in detail and ...

The 60/40 portfolio is the standard-bearer for investors with a moderate risk tolerance. It gives you about half the volatility of the stock market but tends to provide good returns over the long term ...

During periods of heightened market volatility, folks are prudent to seek out advice. If you’re in the market for a financial advisor (FA) or evaluating whether to fire your current one, it’s fair ...

Loan growth remains challenging for banks and credit unions due in part to high rates and overall uncertainty. In response, more institutions are turning to the secondary market as a strategic ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Visualizations can be crucial for effectively sharing information with your team, or clients, about what’s happening with your portfolio. They can also potentially help you make timely investing ...