Goodbody Asset Management specializes in active global investment funds. “By expanding our partnership with Bloomberg and incorporating AIM into our solutions set, we are ensuring a more effective and ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

Building an effective RIA tech stack isn’t about collecting the newest software. It’s about picking the right tools that work together to streamline workflows, so your firm can focus on client service ...

Solution adds to the business’ buy-side workflow solutions, aiming to streamline processes and enhance decision-making across the workflow. Bloomberg has launched a new portfolio manager workspace in ...

Bloomberg today announced the introduction of the Bloomberg Portfolio Manager Workspace (PM <GO>), an interactive solution which combines real-time portfolio exposures with industry-leading data, ...

Project management software firm Monday.com Ltd. today announced the full release of its Portfolio management solution, an enterprise-ready product that assists with making decisions about projects ...

Direct is a way to easily create, edit, and analyze portfolios quickly and efficiently in Morningstar Direct. It unifies Morningstar’s powerful portfolio capabilities in a clear and intuitive ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

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In my opinion, the most important aspect of managing a portfolio involves managing risk. This is because the more you lose on a stock, the higher the gap becomes in the percent you need to make after ...