Much of the focus on the Securities and Exchange Commission’s new marketing rule, which takes effect in November 2022, centers on the fact that investment advisors can now use testimonials and ...

Learn to evaluate investment managers with the up-market capture ratio, a key tool assessing performance against an index when markets rise. Master its calculation now.

The stock market is often a gauge of economic health and a potential gold mine for investors. However, the reality is that the average investor frequently fails to fully capitalize on the stock market ...

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 ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

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 ...

After years of framework development, metric definition, and data collection, many investors are increasingly able to anticipate, measure, and manage the social and environmental results of their ...

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 ...

AGNC posted Q1 net interest income of $159M, reversing a $30M loss from the prior-year quarter. Falling mortgage rates are boosting refinancing and originations, supporting AGNC's investment activity.

The William & Mary Foundation, Marshall-Wythe School of Law Foundation, William & Mary Business School Foundation and Murray 1693 Scholars Foundation are all members of the 1693 Partners Fund. 1. Fund ...

MONTRÉAL, June 16, 2026 /PRNewswire/ -- The Public Sector Pension Investment Board (PSP Investments) ended its fiscal year on March 31, 2026, with net assets under management of $320.6 billion, up 7.0 ...