If you are confused by personal finance terms, jargon and calculations, here’s a series to simplify and deconstruct these for ...

Alpha and beta are two terms that get thrown around a lot in investing. They sound complicated, but they’re actually much simpler than they seem. Here’s what you need to know about alpha and beta in ...

Say it sotto voce, the dirty secret of hedge funds is that they mix alpha and beta as well. A typical long/short equity strategy will have a lot of beta, a fixed income arbitrage fund rather less ...

Alpha is the return on an investment that’s incrementally more than a benchmark index such as the S&P 500 or another appropriate benchmark. Alpha is used as a yardstick when an investor chooses an ...

Learn how the portable alpha strategy can enhance your portfolio returns by leveraging low-correlation assets for alpha while maintaining market-linked beta.

An in-depth analysis of hedge fund performance demonstrates that, over the past 15 years, lower-beta hedge fund styles have generally achieved higher alpha, aligning with investors' objectives of ...