Investor behavior often shapes results more than markets themselves. DALBAR data reveal how emotion, volatility, and timing ...

Rhoads notes that preferred share issuance is highly concentrated in the financial services industry, including banks and ...

Return Over Maximum Drawdown (RoMaD) offers investors a way to evaluate portfolios by comparing returns against unanticipated ...

Discover how the Modified Dietz Method measures investment returns, factoring in cash flow timing and excluding skewing ...

If you have a 401(k) or a brokerage account, you have probably looked at the bottom line numbers on mutual funds and ETFs to decide on where you want to make your money grow. But are you getting the ...

A new Wharton study explains why stock returns aren’t random. Correlation neglect causes market overreaction, momentum, and reversals investors consistently misprice.

Are you getting the most out of your fund’s performance? Why It Matters: Over the past 10 years, the average dollar invested in US mutual funds and exchange-traded funds earned 1.2% less per year than ...

Every day, investors see oil prices splashed across the headlines. "WTI tops $90." "Crude slides on demand fears." It's easy to assume those numbers tell the whole story about energy investing. But ...

When it comes to retirement, investors prioritize their peace of mind over higher returns on their portfolios, choosing steady income with minimal risk, a new Capital Group survey found. In fact, 60% ...

A good amount of criticism regarding online capital formation swirls around valuations and quality deals. Too frequently, issuers raising money online from smaller investors are not the best firms in ...

India’s mutual fund industry closed 2025 with record assets under management of ₹81 lakh crore, driven by strong retail ...