Discover how to calculate covariance to assess stock relationships and optimize your portfolio, balancing risk and potential returns effectively.

Whether you're an individual investor or a portfolio manager, the right portfolio management software can make a huge difference. The best software provides valuable tools to help you better analyze your overall portfolio and each investment individually.

While Premium membership is no longer available for purchase, legacy Portfolio Manager is still accessible for former Premium members who are current Investor subscribers. Portfolios in Investor are used to group your actual investments by goal or purpose.

Uncover top portfolio tools to streamline your investment management. Find powerful software options that provide comprehensive account insights effortlessly.

Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many professionals rely on technology to simplify the process.

According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies. Savvy investors are turning to strategies such as factor investing and returning to active management to ...

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Effective March 1, 2025, Aristotle Pacific Capital, the sub-advisor for Aristotle Funds’ fixed-income funds, announced today that C. Robert Boyd and Tommy Zhang have been added as portfolio managers on the ...

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 what's actually driving client returns. This matters ...

Westcourt Capital is pleased to announce the appointment of Patrick Osler as Managing Principal & Senior Portfolio Manager, Head, Private Wealth. In this leadership role, Patrick will oversee the strategic direction,

The investment performance of portfolios run by women has paced that of portfolios run by men, according to a new study by Morningstar. Morningstar’s first survey-driven Diversity in Asset Management report examines the changes in diversity at different ...