It’s now mid-December 2023 and I wanted to review my high yield portfolio performance. I’ve been using a trading system over the past two years that gives me the opportunity to purchase shares at ...

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 ...

Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk. CAGR is ...

The fund has returned 9.78 percent over the past year, 3.59 percent over the past three years, -4.87 percent over the past five years, and 2.90 percent over the past decade.

With the third quarter in the books and client account statements in the email, now is a good time for financial advisors to think about how they are communicating performance. If you are an advisor, ...