Formula investing promises investors a systematic, rules-based approach to outperforming the market. In their December 2024 paper "Formula Investing," Marcel Schwartz and Matthias Hanauer evaluated ...

ROI is an important measure of an investment's performance but it has some drawbacks. Reviewed by Margaret James Fact checked by Jared Ecker Return on investment (ROI) is a ratio that measures the ...

For most investors, wealth creation is not about chasing the next big opportunity — it’s about understanding time and the quiet power of compounding. Financial planners often describe compounding as ...

If you want to increase your money, you have to start investing. If you invest in property or gold, their value increases over time and you make a profit. On the other hand, if you invest in a scheme, ...

Net present value (NPV) represents the difference between the present value of cash inflows and outflows over a set time period. Knowing how to calculate net present value can be useful when choosing ...

Everybody loves math, right? Such an exciting topic, said very few people ever. Many schoolchildren dislike math because they think it's boring and they'll never use it in the real world. I know I ...

Wall Street excels at selling things — but the academic-industrial-finance complex’s reputation for sophisticated mathematics is a myth. The financial industry uses mathematics in a manner that would ...

Last month, two European quants, one working for Robeco and the other for Allianz, published a paper asking (and answering) whether formulaic investing is possible. Marcel Schwartz of Allianz and ...