You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Required rate of return (RRR) gives investors a benchmark to determine the minimum acceptable return on an investment considering the risk involved. By calculating RRR, investors can assess whether an ...

Investors, whether beginner or seasoned professionals, all have a threshold for risk. Some prefer to play it safe and favor a low-risk investment plan while others are more advantageous with a “high ...

Last week, we received some excellent feedback in response to Monday’s article on calculating a stock’s beta. So today, I’m going to take this little-known metric one step further by showing you how ...

Downside risk refers to the potential for an investment to decrease in value. Unlike general risk, which considers both upward and downward price movements, downside risk focuses solely on the ...

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A simple test of adding gold and/or bitcoin to a stock and bond portfolio highlights key differences in risk and reward associated with these alternative assets. A backtest that adds bitcoin to a ...

This article was written by Paul Kaplan, Global Head of Credit, Equities, TRS, and Price Transparency at Bloomberg. A growing number of fixed income traders are turning to portfolio trades when they ...

Investment managers can now access SFDR, carbon footprint, and Bloomberg financial materiality scores when assessing and reporting on portfolio characteristics Bloomberg today announced the release of ...