AI can reduce the cost of processing information about dozens of personal factors, making true personalization economically ...

Portfolio construction is crucial for any investor, whether a beginner or experienced, as it helps balance risk and maximize returns. The key is to ensure each investment serves a specific purpose ...

iCapital, headquartered in New York and a sizable user base of over 100,000 financial advisors and 560 asset managers, has rolled out its latest offering, the portfolio construction tool, on the ...

As financial advisors navigate an increasingly complex investment landscape, the traditional 60/40 stock-bond portfolio allocation is facing unprecedented challenges. With heightened market volatility ...

The mean-variance optimization suggested by Henry Markowitz represents a path-breaking work, the beginning of the so-called Modern Portfolio Theory. This theory has been criticized by some researchers ...

iCapital, the global fintech platform driving the alternative investment marketplace for the wealth and asset management industries, announced a series of enhancements to its portfolio construction ...

Massive levels of debt and other economic variables have created a new normal for developed economies. The Fed is now between a rock and a hard place, as there are negatives and positives to the ...

This year's equity markets have stayed on a path of continued growth so far, but will higher stock valuations put investors at risk? Many asset classes are also showing signs of volatility, tied to ...

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.

This focused session discusses factor misalignment in portfolios construction, specifically around how it occurs when mean-variance optimization is performed on an alpha factor that is not contained ...

FAAB Invest announced the launch of AlphaOne, India’s first portfolio led platform for pre-launch residential real estate, bringing institutional portfolio construction, structured risk management, ...

This focused session discusses factor misalignment in portfolios construction, specifically around how it occurs when mean-variance optimization is performed on an alpha factor that is not contained ...