Analysis tools can be extremely valuable to a small business owner. Whether you are starting out or you have already developed a business, it is useful to assess your business and your decisions using ...

To make the best investment decisions, you need to understand your portfolio clearly. To aid in this task, you might consider using portfolio analysis tools. These valuable investment tracking, ...

Is it common knowledge among your management team which service lines are the most and least profitable? Do they know which service lines hold the greatest opportunity for future growth? How about ...

BlackRock’s Aladdin platform is a buy-side-focused multi-asset portfolio analysis offering designed to provide investors with the information and transparency they need to make the most informed ...

Small businesses sometimes start out offering only one product or service. But as businesses grow, they typically expand their product offerings and tap into new markets. Portfolio analysis is a ...

In recent years, high inflation and global conflict busted economist predictions. How well are your funds or portfolios prepared to weather market surprises? Scenario analysis can help portfolio ...

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many ...

Advisors can provide better service when they offload time-consuming tasks Reviewed by JeFreda R. Brown Fact checked by Yarilet Perez The growth of artificial intelligence (AI) is altering how most ...

When clients ask how their portfolios are performing, advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Processing ...

The Basics of Returns-Based Style Analysis Fetching Data for Style Analysis Case Study: Looking for Investment Style Drift Unlock More Code Snippets for Rigorous Fund Evaluation Investors choose funds ...