An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully selected funds or stocks can deliver meaningful returns instead of falling behind ...

Learn about portfolio manager duties, required skills, education paths, and salary expectations to understand this financial ...

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

Position sizing is your primary tool to control risk. Research shows it drives over 90 percent of a strategy’s risk-adjusted return variance. Portfolio risk management doesn’t live in a vacuum. You ...

Calamos Wealth Management was born out of Calamos Investments, which now has about $36 billion in total assets. Calamos’ history dates back to the 1970s when John P. Calamos Sr. founded the firm. He ...

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many ...

The key to investing success is consistency with a diversified portfolio. But a well-diversified portfolio isn’t determined by the number of funds. Sufficient diversification can be achieved in as few ...