More and more clients are asking for some level of customization to portfolios. Examples may be the desire to exclude fossil fuel-related companies from the portfolio. Another example is wishing ...

"And Minimalist is a great example of making our portfolio future fit," Jawa asserted. Like in any acquisition done by the company in the past, he said Minimalist fits in "segments of demand space ...

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While important, standard deviations should not be taken as an end-all measurement of the worth of an individual investment or a portfolio. For example, a mutual fund that returns between 5% and 7 ...