In recent market discussions, experts have highlighted the advantages of private investment vehicles over traditional public market options such as the S&P 500. The analysis explains how private ...

In anticipated amendments to guidance on the Securities and Exchange Commission’s marketing rule, the regulator’s Division of Investment Management has lightened the burden for registered investment ...

The stock market is often a gauge of economic health and a potential gold mine for investors. However, the reality is that the average investor frequently fails to fully capitalize on the stock market ...

The 1693 Partners Fund generated strong investment results in FY21, as investment returns of 36.8% produced record-setting gains of approximately $250 million for the Fund. As you can see from the ...

The SEC's newly unveiled guidelines around its Marketing Rule may prove to be a mixed blessing for investment advisors, as some of the brighter lines it draws may leave certain registrants offside and ...

Defining success is an important but often ignored aspect of evaluating investment performance. Although performance reviews ...

Learn how internal rate of return (IRR) and return on investment (ROI) measure investment success, their differences, and why ...

A new study released by Wealthtender reveals that Americans overwhelmingly value the human touch in financial advisory relationships, with investment performance taking a back seat to trust and ...

The rapid proliferation and adoption of generative artificial intelligence (GenAI) has sparked a revolution across many industries, including the financial sector. A newly published study by Alex Kim ...

SLR Investment’s (SLRC) had a slight outperformance based on our estimations. The dividend should remain unchanged in the near future. While SLRC continues to not be the “flashiest”/most outperforming ...

TORONTO--(BUSINESS WIRE)--CI Global Asset Management (“CI GAM”) announces that its investment funds have earned 15 LSEG Lipper Fund Awards for Canada for 2025. This marks the third consecutive year ...