Risk Management

Conflicts of interest are the single greatest obstacle to fulfilling fiduciary duty. A conflict of interest is a circumstance that tempts the professional judgment of fiduciaries to serve someone other than their charge. Typically, that someone is the fiduciary himself or herself. It would be a ...

Investors should look for companies focused on risk management and digital assets, while shorting “stuff” and services, according to Alice Schroeder, a former Wall Street analyst who is working on a second book about superinvestor Warren E. Buffett.

Latest round of protests underscores concerns about investing in the volatile region.

Managed-futures strategies haven't been hot performers for at least two years, but asset flows and investor interest suggests the strategy is being viewed as a solid hedge against risk.

Life is more complicated for advisers these days, who face increased pressure from investors to manage investment risk and communicate more frequently, preferably through social media, according to executives who attended a Fidelity Investments-sponsored event in early May.

Put this one in the category of the famous quote often credited to Mark Twain: "History does not repeat itself, but it does rhyme."Last week when JPMorgan Chase & Co. warned investors about a $2 billion trading loss at its chief investment office, it also disclosed it had been using a faulty model

The following is excerpted from a report by the Chief Investment Officer Team for Merrill Lynch Wealth Management. The team is headed by Lisa Shallet, CIO of Merrill Lynch Global Wealth Management and head of investment management & guidance.

Pimco chief discusses how successful investing in a deleveraging, low interest rate environment will require defensive in addition to offensive skills.

When I boarded the Costa Concordia for a Mediterranean cruise in October 2009, I never considered the possibility of being on a sinking ship — much the way many investors never considered that a bear market could decimate their retirement nest egg.

Rhode Island's college savings plan has a new feature aimed at limiting parents' roller coaster ride when the markets face extreme environments. And observers say the idea may catch on with competitors.

Barely known in the Midwest beyond Chicago, Mesirow Financial Holdings Inc. is plotting to become a big name in another region: the Middle East