Downside risk refers to the potential for an investment to decrease in value. Unlike general risk, which considers both upward and downward price movements, downside risk focuses solely on the ...

Last week, we received some excellent feedback in response to Monday’s article on calculating a stock’s beta. So today, I’m going to take this little-known metric one step further by showing you how ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Learn what active risk is and how to calculate it. Understand the methods to evaluate active risk in portfolios and explore examples of funds outperforming benchmarks.

Bear markets put pressure on financial advisors hoping to grow their practices. Current clients will want to know if the market jeopardizes their retirement plans. Prospective clients will be ...

Volatility is the bane of many investors. Bumpy moves in your portfolio in response to market fluctuations can cause you to make emotionally driven mistakes in your investing, and that can cause you ...

Sterling Trading Tech (STT) announced a new risk solution, the Sterling Risk Engine or SRE. The Sterling Risk Engine calculates intraday, real-time risk based haircuts based on the OCC methodology for ...

Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...

Effective risk management requires having the right tools. This is where portfolio risk software solutions come in handy for your RIA firm. These platforms let you identify potential risks and come up ...

A differentiating attribute of software companies is the way they integrate customer feedback into product development. Software is designed and built so that its use creates actionable data, which is ...