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.

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 ...

Velthorne Asset Management today released a new institutional strategy paper examining how private capital markets may ...

Position sizing is your primary tool to control risk. Research shows it drives over 90 percent of a strategy’s risk-adjusted return variance. Portfolio risk management doesn’t live in a vacuum. You ...

Managing client portfolios can be complex and time-consuming for advisory firms. But with the right tools, you can handle and monitor client assets more efficiently. Enter portfolio management ...

Calamos Wealth Management was born out of Calamos Investments, which now has about $36 billion in total assets. Calamos’ history dates back to the 1970s when John P. Calamos Sr. founded the firm. He ...

OnePlan, a global leader in Strategic Portfolio Management (SPM), today announced the acquisition of smart360, a leading ...

According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies. Savvy investors are turning to strategies such as ...

Project management software firm Monday.com Ltd. today announced the full release of its Portfolio management solution, an enterprise-ready product that assists with making decisions about projects ...

Automated portfolio management lets investors manage their investments without constant oversight. Using algorithms, these platforms build and adjust portfolios based on the user’s goals, risk ...

In today’s rapidly evolving digital landscape, organizations face mounting pressures to innovate, adapt and deliver value—all while keeping an eye on costs and compliance. Strategic portfolio ...

Tripp, a former chief investment officer at Nuveen, joined Invesco Real Estate as a client portfolio manager on Jan. 2.