Portfolio managers are constantly adapting to the ever-evolving environment of the investing landscape. Shifting market trends, government regulation and macroeconomic factors can all affect the way ...

The investment industry is undergoing a transformation that is largely attributable to technological advancements. Investors will benefit from a basic understanding of ML algorithms and the impact ...

Ben Johnson: Hi. I'm Ben Johnson, director of global ETF research with Morningstar. Today I'm on the sidelines of Morningstar's 30th annual Morningstar Investment Conference, and I'm joined by Kevin ...

Introduction: The Portfolio Optimization Process Needs to Be Revamped. For decades, portfolio optimization has been the pinnacle of modern finance. In the 1950s, with the introduction of Harry ...

At first glance, it might appear that machine learning models and asset managers, particularly those that employ quantitative strategies, are a natural fit. But the reality is that many managers are ...

Machine learning (ML) in asset management is an increasingly popular domain. Many studies and asset managers focus on forecasting returns with machine learning models to form investment portfolios ...

A recent study, “Picking Winners in Factorland: A Machine Learning Approach to Predicting Factor Returns,” set out to answer a critical question: Can machine learning techniques improve the prediction ...