We have been publishing a monthly equity mutual fund screener since Sep 2022. This uses rolling returns to determine how…
Browsing: Fund News
Hedge funds are often marketed as high-return, low-correlation investments that can provide diversification benefits to traditional portfolios. Investors must look…
Ample data demonstrates that passive management has largely outperformed its active counterpart net of fees for well over a decade.…
As defined contribution (DC) plans continue to evolve, plan sponsors face increasing complexity in managing retirement benefits. With $12.5 trillion…
The following is derived from the Editor’s Snapshot podcast summary of the latest issue of the CFA Institute Financial Analysts Journal. Institutional subscribers…
To mark Enterprising Investor’s 10th anniversary, we have compiled retrospectives of our coverage of the most critical themes in finance and investing over…
Some time ago, I wrote about grit as a vital characteristic for investors. That triggered some email exchanges with younger…
Investors rely on valuation metrics to gauge whether a stock is fairly priced. Among these, the PEG ratio is popular…
Capitalism is the economic system most advanced nations have adopted to foster growth and prosperity. Its Marxian definition, describing the…
Years of research show female investors outperform men, Blair duQuesnay, CFA, observed in her January 2019 New York Times opinion…