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 ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician ...

Portfolio reporting is an essential part of an RIA’s operations. When done correctly, it provides you with a solid framework for developing actionable investment strategies. Giving your client ...

BOISE, Idaho--(BUSINESS WIRE)-- Clearwater Analytics (NYSE: CWAN), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced ...

Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk. CAGR is ...

For most active investment managers, the goal is clear: to achieve consistently strong, long-term outperformance in any market environment. But this is easier said than done. And some do it better ...

DUBLIN--(BUSINESS WIRE)--The "Asset Management Industry in South Africa 2024" report has been added to ResearchAndMarkets.com's offering. This report on the asset management industry in South Africa ...