Last week, we received some excellent feedback in response to Monday’s article on calculating a stock’s beta. So today, I’m going to take this little-known metric one step further by showing you how ...

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 ...

Within the active versus passive portfolio debate, advisers typically focus on three critical elements for their clients: return, risk and cost. With return, more is better, and with risk and cost, ...

In January 2014, Russell Indexes conducted a survey of equity investment decision makers from almost 200 asset owners across North America, Europe and the Middle East to better understand perceptions ...

Institutional investors are increasingly concerned that they are paying for alpha but receiving beta. One strategy that can offer diversification and exposure to alternative strategies without the ...

This month, I sold my position in AAL, largely based on my recalculation of their beta in light of the company's considerable debt, operating leases, and aircraft purchase commitments. I have updated ...

We live in a very noisy world. Successful investors learn how to filter out the noise and focus on the most important data points that actually move the needle. There are two concepts that are ...

If you have a financial planner, or if you’re planning on investing without one, you should know about Modern Portfolio Theory, or MPT, first espoused by American economist Harry Markowitz. For his ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

A smart beta ETF is an exchange-traded fund that uses a rules-based system for choosing investments. These ETFs are a blend ...