Discover how quantitative analysis can illuminate hedge fund performance, offering insights into risk metrics and benchmarks ...

Mutual funds continue to be among the most popular investing tools for both individual and professional investors who seek to beat the market or simply access a broad swath of investments rather than ...

A new academic paper introduces the MMT model, which improves upon standard methods by correcting for benchmark biases and incorporating peer performance, proving more effective at identifying ...

Many mutual fund investors consider the end of the year and new year as the best time to review or rejig their investment portfolio. With 2025 witnessing sharp divergence across asset classes and ...

Persistent outperformance in mutual funds and ETFs remains an elusive yet highly desired goal for investors. This report dives into a study covering approximately 9,000 funds with $24 trillion in ...

Discover the downsides of mutual funds, including high expenses, hidden fees, and reduced investment control. Make informed ...

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...