Learn how to calculate stock beta in Excel using historical price data and formulas—enhance your investment analysis with ...

Whether markets are up or down, investors are always looking for ways to beat the odds. Everyone wants to feel like their investing strategy is as solid as it possibly can be, regardless of the market ...

You'll hear how smart beta could be viewed as an additive investment strategy, as opposed to being a replacement for active or passive investing. And, how a multi-factor approach may address the ...

Passive investing has long been the norm for many investors, but there is growing concern that following the market may be too risky in certain environments. Markets fluctuate between boom and bust ...

Alpha and beta are two terms that get thrown around a lot in investing. They sound complicated, but they’re actually much simpler than they seem. Here’s what you need to know about alpha and beta in ...

The shift toward passive investing has gained momentum in recent years, driven by the many benefits it is thought to offer: cost-effective, consistent performance, simplicity, market efficiency, and ...

According to EDHEC Business School, 25 per cent of asset managers already use some form of smart beta strategies, with a further 40 per cent considering them in the near future. Cost and efficiency ...

What's New Two Ph.D.s at BlackRock, Ronald Kahn and Michael Lemmon, have published an article that predicts continued success for strategic-beta funds (to use Morningstar's marketing-shorn phrase for ...

Bank of America says that relatively volatile "high-beta" small-caps usually do well in January. One of its top strategists is telling investors about some of the firm's top picks for the month. The ...

Next-generation aerospace company Beta Technologies ( BETA +8.20%) looked more like a stock market alpha on Tuesday. Investors eagerly plowed into the highly specialized industrial company's shares, ...