Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Picking the right assets and aligning your allocation with ...

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 ...

Big Data (both structured and unstructured) has disrupted the methods by which portfolio managers now measure risks in their investment portfolio. Many of these use predictive analysis to anticipate ...

In Investor, watchlists track investment ideas or securities that you don't currently own. They can also be used to compare two or more securities using custom views you create. Unlike with Portfolio ...

If diversification is the only free lunch on Wall Street, then fund manager Michael Cuggino is offering retirement investors a buffet. Of course, the $2.8 billion Permanent Portfolio tends to ...

Melissa Horton is a financial literacy professional. She has 10+ years of experience in the financial services and planning industry. Robert Kelly is managing director of XTS Energy LLC, and has more ...

The title of portfolio manager is generally a catchall term for a person or firm that's responsible for investing client assets. A more precise definition, however, depends on the type of firm. Some ...