The vast majority of asset management companies today use model portfolios. One question we’ve been asked many times is whether ValuEngine stock ratings can be used for portfolio management or merely ...

Portfolio price/book value refers to the weighted average of the price/book value of the underlying stock holdings using long-only data, as of the most recent month-end portfolio.

Portfolio management is as much an art as it is a science. The balance between investment risk and the quest for alpha requires significant analysis, and complexity abounds as investors monitor and ...