Explore currency overlay strategies that separate currency risk from asset management, helping investors mitigate risks and ...

Discover the 10 key steps in developing new financial products, from concept to market launch, to understand their journey to ...

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 ...

Generation Investment Management's 13F portfolio value declined to $15.10B in Q3 2025, with positions reduced from 37 to 33. Top holdings include Microsoft, Danaher, MercadoLibre, Charles Schwab, and ...

George Klavdianos, a senior credit portfolio manager at Millennium Management has left the firm, people with knowledge of the matter said. Klavdianos, who joined Izzy Englander’s multistrategy giant ...

Netflix is hiring a generative AI product manager, a fully remote role that pays up to $700,000. The role is part of Netflix’s bigger plan to fold AI into its operations. Netflix is actively ...

Forbes contributors publish independent expert analyses and insights. Julia Korn writes about leadership and career development. Female Inventory Manager Shows Digital Tablet Information to a Worker ...

Citi Wealth, part of Citigroup (NYSE: C), has announced a partnership with BlackRock (NYSE: BLK) to launch Citi Portfolio Solutions powered by BlackRock, a customized portfolio offering designed to ...

A financial portfolio is a collection of various investments like stocks, bonds, and others. Diversification is crucial; it involves mixing investment types to reduce risk. Regularly reviewing and ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Merck MRK recently intensified its acquisition strategy, actively pursuing deals to enhance its development pipeline and broaden its product portfolio. To build its long-term portfolio, the company ...