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.

Portfolio management is a coherent, focused strategy for managing investments in a harmonized fashion versus just buying and selling a collection of individual investment holdings. Portfolio ...

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...

Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...

Within asset management particularly, modern-day computational modelling can identify trends and collect data points in the stock market within seconds, meaning traders can map out parameters for a ...

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many ...

Portfolio management is the process of building and maintaining investments. You can manage your own portfolio, or hire a portfolio manager or investment advisor. Many, or all, of the products ...