Polen Capital reports Q4 2025 results for the Focus Growth Portfolio amid AI sector volatility. Explore detailed attribution ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

It offers high margins – indicative of pricing strength and cash generation capabilities – at a discounted price.

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 ...

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

On March 19, the SEC released updated guidance for compliance with Rule 206(4)-1 under the Investment Advisers Act of 1940, with two major revisions: (i) an update to prior guidance regarding the use ...

Loan growth remains challenging for banks and credit unions due in part to high rates and overall uncertainty. In response, more institutions are turning to the secondary market as a strategic ...

On March 19, 2025, the staff of the U.S. Securities and Exchange Commission (the “SEC”) updated its Frequently Asked Questions (“FAQ”) pertaining to Rule 206(4)-1 (the “Marketing Rule”) under the ...

This article was written by David Krein, Head of Real-Time Pricing Research at Bloomberg. In the US Investment Grade market, portfolio trading (PT) has seen substantially increased adoption over the ...

A detailed analysis examines various methods to protect investments when market downturns occur. The article reviews several techniques and provides insight into how each strategy works. Investors can ...

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 ...