By managing assets holistically, TPA shifts the investment focus from compliance with targets to optimization of outcomes.

Investors need investment objectives to provide a clear direction for their portfolios. These objectives can help align their investments with specific financial goals, risk tolerance and time ...

For advisors structuring investment portfolios, it might be worth revisiting the conventional wisdom and ensuring your ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

A basic three-fund portfolio includes a US equity index fund, an international-equity index fund, and a total bond market index fund. It can be an exchange-traded fund portfolio or a traditional index ...

Elizabeth Guevara is a personal finance reporter who explains the world of business and economics and how it impacts your finances. She joined Investopedia in 2024. Investopedia / Photo Illustration ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Custom model portfolios are gaining traction with financial advisors, and as a result, you may soon hear about them from your financial advisor ...

Though President Donald Trump’s tariff agenda has been a point of contention, most agree that the new policies have introduced uncertainty into the global economy. Even with the 90-day pause in ...

Disinvestment refers to the process of reducing or eliminating investments in a company, asset or industry, often for financial, ethical or environmental reasons. It can occur when businesses sell off ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...