Actionable product demand and usage feedback must find its way back to portfolio managers for continuous portfolio optimization to occur. Morningstar provides a framework and measurement for matching ...

Some insurance firms challenged with a portfolio of high-variance risks face the classic trade-off between risk spreading and risk retaining. Using crop insurance as an example, a new solution to this ...

Justin Lowry, president and chief investment officer of Global Beta Advisors, highlighted the game-changing role of risk-based portfolio optimization at the 2024 Nitrogen Fearless Investing Summit. By ...

The rise of automation in portfolio management and optimization exposes a flaw between managers and machines: Is the optimization process actually tied to the portfolio? And are managers really ...

A two-fund stock-and-bond portfolios can often be improved by swapping the stocks fund for a leveraged version (and adjusting allocations).....Or by swapping the bonds fund for a leveraged version.

In my previous article, I showed that there was only a marginal improvement in volatility for a given return between an optimal portfolio derived from a universe of 117 stocks and one derived from a ...

Starwood Property Trust, Inc. STWD is gaining from its steady income through investments in commercial mortgage-backed securities (CMBS) and commercial real estate (CRE) debt. Its portfolio ...

AngloGold Ashanti plc AU is intensifying its efforts to streamline operations and sharpen its focus on core assets, particularly in the United States. A key step in this ongoing portfolio optimization ...