Before buying a stock, I look at several numbers. First of all, I analyze fundamentals like P/E, CAPE, P/B, and P/FCF ratios. Secondly, I look at dividend yield, payout ratio, and equity ratio.

A reference for professionals and students of asset and wealth management. This book explores the essential topics of portfolio performance measurement in a realistic and rigorous way. Portfolio ...

It is that time of the year again, report card time. In markets, this is often measured semi-annually and annually. As a kid, I was always a good student, as myself and my 12 cousins (on my mother's ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Just a couple of years ago in 2022, the 60% stock/40% bond portfolio seemed to fail investors, as both stocks and bonds finished the year in ...

Success for institutional investors is built on operational excellence, performance attribution, risk management, and cash management. Over the course of 2024 we’ll explore these themes in detail and ...

Most investment portfolios are designed with growth as the primary objective. But in retirement, especially when considering long-term care needs, your portfolio must serve multiple masters. After ...

Mubadala Investment Company, an Abu Dhabi–based sovereign investor, today reported strong financial performance in its 2025 ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Apollo has announced the appointment of Brian Chu as a Partner and Head of Apollo Portfolio Performance Solutions (APPS), where he will lead efforts to enhance operational support for the firm's ...