Learn to calculate the Sharpe Ratio in Excel for insightful investment analysis. Our guide will help you assess risk versus ...
Return on investment (ROI) measures the gain or loss on an investment compared to how much you put in. A good ROI depends on factors like investment type, industry, risk, and time horizon. ROI should ...
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 ...
What Is Magic Formula Investing? Magic Formula Investing is an investment technique that uses a set of quantitative metrics to identify quality businesses available at a discount. It is a systematic ...
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 ...