The turnover ratio or turnover rate in investing is the percentage of a mutual fund or other portfolio holdings that have been replaced in the course of one year. Some funds hold their equity ...

Always compare ratios of similar companies. Doing so gives you the best possible results and helps you decide which companies to include in your portfolio. The gross profit margin is a ...

Selecting stocks for your portfolio is unsurprisingly more complicated than running a screen for the P/E ratio. We need to do further analysis to identify the type of company we’re evaluating ...

Other key measures include the tracking error, information ratio and the batting average. Each statistical measure gives a different perspective on portfolio performance: some measures directly ...

Ratios are a quicker way to understand a company's performance, rather than poring over pages of accounts and notes and schedules in the annual report. Here's a detailed look. Are the operations ...

Just one popular method for evaluating stock, the Sharpe ratio is a tool of technical analysis that helps investors and portfolio managers determine the return on investments compared to the risk.

Scenario analysis can help portfolio managers manage risk and refine ... or excess returns of value stocks with a high book-to-price ratio over growth stocks with a low book-to-price ratio.

Attribution is everything. With our multi-asset-class attribution analysis tools, you can gain valuable insights into the drivers of portfolio out-performance. Consistent, comprehensive ...