A corporate portfolio is the collection of products and services a business offers. While it's often used to describe the assets of large companies, small-business owners with more than one product or ...

We spoke with Robert Cox from Moody’s Analytics about risk assessment, portfolio management, the state of the commercial real estate industry and more. Robert is working to develop Moody’s Analytics ...

Investing in the stock market is difficult, especially in light of the unexpected events that occurred in 2022. It is essential to have a thorough understanding of one's portfolio to make educated ...

The work of portfolio analysis is becoming ever more demanding. The volume and complexity of the tasks required to create, analyze, edit and report on investment portfolios is rising rapidly.

Is it common knowledge among your management team which service lines are the most and least profitable? Do they know which service lines hold the greatest opportunity for future growth? How about ...

PAM is a market-first and has been launched as demand for stress-testing renewables portfolios is at an all-time high. By providing portfolio modelling in minutes, PAM can significantly enhance ...

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 ...

Modern portfolio management involves the use of a range of sophisticated mathematical models that have evolved together with the capabilities of modern computers. Examples include Monte Carlo ...

Merrill Lynch Wealth Management announced Tuesday the national roll out of a new planning and portfolio analysis tool, Personal Wealth Analysis, available for the wirehouse’s more than 15,000 ...

Risk and uncertainty are rarely evaluated as an integral part of the planning process. An array of risks—from hydrocarbon potential and operating characteristics, to political or market factors—can ...

While there can be many different approaches to managing multifamily property or a real estate portfolio, the best practices employ effective asset management as a way to get the most out of real ...

As buy-side analysts piece together work in research, data, and portfolio-construction platforms, clunky tools slow down the process. Disconnected platforms drag out evaluation and conceal potential ...