One of the best strategies for succeeding in the stock market is patience. The market’s volatility can definitely lead to losses in the short term, but if you keep your money in long enough, you will ...

Excess return refers to the return on an investment that surpasses the return of a benchmark or a risk-free rate. It measures the performance of an investment in relation to its expected or required ...

Much of the confusion about what an absolute-return portfolio is arises from the rather cavalier way that some of these funds are labeled. Many funds are advertised as absolute-return plays simply ...

The Nuveen Core Equity Alpha Fund is a closed-end fund using an active return strategy overlayed with an option-writing program. Despite aiming to reduce volatility while generating excess returns, ...

Required rate of return (RRR) gives investors a benchmark to determine the minimum acceptable return on an investment considering the risk involved. By calculating RRR, investors can assess whether an ...

Absolute return funds’ macro focus has been called into question after a 12-month period in which equity markets experienced a serious drawdown that hit returns for the grouping. Recent data from ...

The London Borough of Haringey Pension Fund has agreed to convert nearly half of its equity allocation from a passive fund into a multi-factor global strategy. It has also recently trimmed an ...