Portfolio Management

Income from investments, dividends, interest, royalties and capital gains. Portfolio income does not come from passive investments and is not earned through normal business activity. ...

An alternative investment strategy in which professional portfolio managers use futures contracts as part of their overall investment strategy. Managed futures provide portfolio ...

A money manager who works outside of the fund, and is hired by a fund manager to help with an investment portfolio. These subadvisors are allowed to manage all or some of a fund's ...

A list of pre-selected securities that are deemed fit for purchase by a mutual fund or the clients of a brokerage firm.In both cases, the intent is to limit the account managers' or ...

An investing theory, postulated by Nobel laureate James Tobin, that states that all investors should hold an identically comprised portfolio of "risky assets" combined with some ...

A commonly used term to describe an investment company, which is a corporation or trust engaged in the business of investing the pooled capital of investors in financial securities. This ...

In the context of stock mutual fund investing, refers to using one of three possible approaches -- investing in value stocks, growth stocks, or a blend of value and growth stocks - to ...

Achieve analytical efficiency by applying your evaluation to a key set of stocks.

Not sure how to determine your equity allocations? Read about a system that can help.

A clear rebalancing strategy is a critical component of portfolio management, particularly in tough economic times.

This is a step-by-step approach to determining, achieving and maintaining optimal asset allocation.

See why investors today still follow this old set of principles that reduce risk and increase returns through diversification.

Overwhelmed by investment options? Learn how to create an asset allocation strategy that works for you.