Morningstar Investor is akin to the upgraded version of the original Morningstar Portfolio Manager ... when looking for a portfolio management software product. Investopedia’s staff editors ...

Parshv Gala is a popular product manager based in San Jose ... strengthened his credibility for having shown exemplary product management capabilities while leading Agile teams through their ...

In this wire I cover the importance of conducting due diligence before you commit capital to a private credit fund.

POWDR was forced to vacate. Effective portfolio management strategies—for example, tracking critical dates like renewal deadlines—are the backbone of a successful real estate team. Whether ...

At the end of 2024, nearly 30% of US-domiciled funds included at least one female portfolio manager, up from 23% in 2002. This is largely due to asset-management firms increasing the size of ...

Itau Asset Management, the biggest private-credit fund manager in Brazil, is betting on securitized products as a way to help ...

For buy-side firms, Bloomberg AIM delivers global, multi-asset solutions for portfolio management, trading, compliance and operations. AIM is designed to offer the most scalable asset management ...

ICICI Bank has cemented its position as a leader in Indian wealth management, driven by robust asset growth, a thriving ...

Investopedia / Dennis Madamba Investment management refers ... the investment manager then buys the assets and securities to fill the client's portfolio. From then on, the manager will ...

Since the beginning of 2019, the number of active ETFs has increased fivefold and AUM in such funds has grown by a factor of ...