59+ min ago   (279+ words) New Delhi, Aug. 19 -- Both direct and regular plans of a mutual fund have the same portfolio and are managed by the same fund manager. The key difference is the expense ratio. Regular plans have higher expenses, which reduce their NAV…...

1+ hour, 55+ min ago   (17+ words) RealClearMarkets Why Active Fund Managers Lose: Trading Too Much...

3+ hour, 35+ min ago   (383+ words) Outperforming the stock market in the United States is difficult. Using the S&P 500, the benchmark index of U.S. equities, as the standard of performance, only 27% of actively managed large-capitalization equity funds beat the passive benchmark over the 12-month period ending…...

7+ hour, 39+ min ago   (799+ words) This episode of the HerMoney Podcast is part of our new, monthly retirement-focused series, brought to you by LIMRA. With practical tips and real-world conversations, these episodes – dropping on the third Wednesday of each month – will give you the tools…...

4+ hour, 8+ min ago   (296+ words) Both direct and regular plans of a mutual fund have the same portfolio and are managed by the same fund manager. The key difference is the expense ratio. Regular plans have higher expenses, which reduce their NAV compared with direct…...

4+ hour, 47+ min ago   (286+ words) The majority of UK fund selectors are tilting towards active management amid global uncertainty, higher interest rates and stretched valuations in passive trackers, according to new research by asset manager Rathbones. The study, which surveyed independent financial advisers, discretionary fund…...

13+ hour, 21+ min ago   (687+ words) • Financial Diversification is broader than holding a mix of investments. • Multiple income sources can reduce dependence on one employer or business. • Banking relationships, insurance and cash reserves can all form part of broader Financial Risk management. Diversification is often discussed…...

1+ day, 6+ hour ago   (405+ words) This year, ultra-high asset owners' investment strategies are changing. While expanding the proportion of financial assets such as domestic and foreign stocks and exchange-traded funds (ETF) away from conservative asset allocation centered on real estate and cash, there is a…...

19+ hour, 23+ min ago   (316+ words) Before you can protect your assets, you need to know what they are and how they behave. Assets usually fall into different categories, each with its own risk and potential return. Spreading your investments across these categories is the first…...

20+ hour, 38+ min ago   (753+ words) Historical, Parametric and Gaussian Monte Carlo VaR — with portfolio diversification, tail-risk measures and …...