You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

With the stock market soaring to new all-time highs on what seems like a daily basis, managing your portfolio's risk might not be the first thing on your mind. If you wait for a downturn, though, it's ...

Explore Morningstar's collection of expert articles and tools to help financial advisors, asset managers, and other investing professionals to navigate the complexities of investment risk. From ...

Over time, investment portfolios can drift away from their original allocation. This can happen for a range of reasons. A new fund manager could deviate from a fund’s original process. Fund managers ...

Downside risk refers to the potential for an investment to decrease in value. Unlike general risk, which considers both ...

Learn how to diversify your investment portfolio with different securities and asset classes to minimize risk and enhance ...

This is the first article in a three-part series focusing on conditions and volatility in energy and commodity markets, and how trading firms and commodity brokers must assess the ongoing changes and ...