The Forward Rate of Return (FRR) was popularized by noted Investment Manager Donald Yacktman. The whole purpose of stock investing is balance the present rate of return, i.e., the dividend (if any) I ...

The California Public Employees’ Retirement System, CalPERS, announced a preliminary investment return of 11.6% for the 2024-2025 fiscal year. The system has not yet released the financial report for ...

Waterfalls in private equity and venture capital dictate how investment returns are distributed among stakeholders. These structures determine who gets paid, in what order, and under what conditions.

About 4 months ago, I argued it was among the worst times to invest in non-investment grade debts, like those held in PIMCO Dynamic Income Fund in 3 decades. Now, I see an improved return/risk profile ...

When it comes to financial goals, a common target that most investors, especially youngsters, set for themselves is to build a Rs 10 lakh corpus. Whether it is for wealth creation, educational ...