Investors' search for consistent income without exposure to higher volatility has only gotten harder over the past decade. Stretching for yield has caused many investors to venture into riskier asset ...

Hi, I’m Christine Benz for Morningstar. I’ve noticed that many investors do a good job of selecting investments, but they struggle putting the pieces together into a portfolio that makes sense given ...

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

ETF model portfolios can be simple or complicated, but I believe every investor should have at least one ETF model portfolio "handy." For individual investors who like to "keep it super simple" (KISS) ...

Risk modeling comes in varying shapes and sizes throughout the financial world. Having previously worked as a derivatives trader on the Chicago Board Options Exchange and as a senior risk analyst, I ...

Credit portfolio models are key tools for portfolio credit risk management, for economic capital calculations and for providing relevant inputs for Basel II regulatory requirements. Moreover, they can ...

Are you looking for a financial model to explain your patent develop and acquisition programs? Can you answer your CEO’s, or GC’s, question about how much to spend on patents? We present a method to ...

CARY, N.C. — Portfolio Recovery Associates, a purchaser and manager of defaulted and bankrupt consumer receivable portfolios for lenders, recently made its choice for a vendor to build predictive ...

Deaccumulation is the new new thing in finance for an obvious reason: the US population is aging, which means that retirement becomes an increasingly pressing issue for financial planning. Perhaps the ...