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  2. Markowitz model - Wikipedia

    en.wikipedia.org/wiki/Markowitz_model

    The amount of information (the covariance matrix, specifically, or a complete joint probability distribution among assets in the market portfolio) needed to compute a mean-variance optimal portfolio is often intractable and certainly has no room for subjective measurements ('views' about the returns of portfolios of subsets of investable assets ...

  3. Performance attribution - Wikipedia

    en.wikipedia.org/wiki/Performance_attribution

    Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio 's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return. The active return is the component of a portfolio's ...

  4. Family office - Wikipedia

    en.wikipedia.org/wiki/Family_office

    Family office. A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with at least $50–100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations. The company's financial capital is the family's own wealth .

  5. Diversify your portfolio the right way ⁠— here are 5 assets ...

    www.aol.com/finance/diversify-portfolio-way-5...

    In the same investable, collectible vein as fine art lie sports cards, some of which can be worth a fortune. In October, a rare Michael Jordan Upper Deck card was auctioned off for $2.7 million.

  6. List of U.S. states by the number of millionaire households

    en.wikipedia.org/wiki/List_of_U.S._states_by_the...

    This is a list of U.S. states and federal district by the number of households with more than $1 million in investable assets as of 2020 (data for the year 2019). The list is compiled annually by market research firm Phoenix Marketing International.

  7. What are the different types of index funds? - AOL

    www.aol.com/finance/different-types-index-funds...

    Here are a few popular bond index funds: Vanguard Long-Term Bond ETF (BLV) – This fund aims to track the performance of the Bloomberg U.S. Long Government/Credit Float Adjusted Index and provide ...

  8. What is impact investing? Definition, examples and how to get ...

    www.aol.com/finance/impact-investing-definition...

    Impact investing explained. At its core, impact investing involves buying shares of companies or funds with the intention of generating a measurable social or environmental benefit. Another aspect ...

  9. Tracking error - Wikipedia

    en.wikipedia.org/wiki/Tracking_error

    To begin, define to be: = () where is the vector of active weights for each asset relative to the benchmark index and is the covariance matrix for the assets in the index. While creating an index fund could involve holding all N {\displaystyle N} investable assets in the index, it is sometimes better practice to only invest in a subset K ...

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