Official translations of the guidelines on certain aspects of the suitability requirements and format of the periodic statement for portfolio management activities under the EU Markets in Crypto ...

Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

Measuring portfolio performance involves monitoring and analyzing returns, allocation, risk, and other elements. There are several metrics that an investor may choose from to gauge the progress of ...

Targeting the highest-yielding asset classes can leave investors exposed to significant market risk. Here are tips to ...

To facilitate ease of doing business, markets regulator Sebi on Tuesday came out with a simplified format for disclosure documents for portfolio managers. The 'disclosure document' has been divided ...