Time-weighted return (TWR) calculates an investment portfolio or fund’s performance while accounting for external cash flows. Investment funds usually have money flowing in or out at various times.

Discover what ex-post means in finance, how it is calculated, and how it differs from ex-ante. Use historical data to better ...

Estimate how much your money can grow with our free investment return calculator. Enter your planned contributions, timeline, rate of return and compounding frequency to get started. Many, or all, of ...

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

Required rate of return (RRR) gives investors a benchmark to determine the minimum acceptable return on an investment considering the risk involved. By calculating RRR, investors can assess whether an ...

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 ...

Discover top strategies to boost investment returns with six proven tips on equities, diversification, and cost management to ...

In a world with so many complicated investment choices, passive investing is a breath of fresh air. It's easy, inexpensive, and surprisingly good in the long term. One of the simplest ways to begin ...

Investors, whether beginner or seasoned professionals, all have a threshold for risk. Some prefer to play it safe and favor a low-risk investment plan while others are more advantageous with a “high ...