Discover how the CIPM certification from CFA Institute elevates your skills in analyzing and presenting investment performance, enhancing career prospects in finance.

Discover how an investment committee can manage fiduciary responsibilities effectively. Learn about its roles, creating a charter, and setting an investment policy for success.

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 ...

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 ...

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 ...

Jonathan Dash is founder of Dash Investments. As CIO, he is responsible for the firm's Investment Management and Asset Allocation decisions. From bull market to bull market over the past 10 years, ...

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 ...

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 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 ...

CEO George Aylward highlighted the challenges in the first quarter due to market volatility, resulting in lower assets under management (AUM) and net outflows. Despite this, the company achieved ...

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 ...