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 ...

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 ...

Retiring early is hard, but possible, if you know your numbers and have a plan to achieve your investing goals. More than half of working Americans feel they’re behind on their retirement savings, ...

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 centuries, investors have searched for a systematic, foolproof method for finding high quality, undervalued stocks. Many value investing strategies are complex, requiring deep dive financial ...

Wall Street loves complexity. It thrives on convoluted theories, machine-learning algorithms, and a parade of PhDs trying to reinvent the wheel. But let's cut through the noise and focus on what works ...

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