This post is by Justin Wells, Executive Director of Envision Learning Partners. Portfolio assessment has been around for a long time, and the practice appears to be growing. It’s easy to see why. A ...

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...

Shifting application from an individual lease to a portfolio level offers practicality and cost minimization for companies adopting FASB’s new lease accounting standard. Here are tips for applying a ...

Extreme stock market gyrations have a way of dashing the confidence of both retirees and retirement savers. Having seen their balances recently take a hit, they wonder: Will I have enough? Should I ...

Dividends have long been a crucial component of stock market returns, often accounting for a significant portion of total gains. Historical data shows that dividends have contributed around one-third ...

A diversified portfolio can help you manage risk and achieve long-term financial goals by spreading investments across different asset classes. Your diversification strategy will depend on your ...

Concentration risk is an important feature of many banking sectors, especially in emerging and small economies. Under the Basel Framework, Pillar 1 capital requirements for credit risk do not cover ...

To successfully monetize a patent portfolio, it is incredibly important to identify value within it, and to put in the work to prove to third parties and potential partners that that value exists.

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...

Portfolio assessment has been around for a long time, and the practice appears to be growing. It’s easy to see why. A portfolio lends itself naturally to assessment, whose aim is to collect evidence ...