The work of portfolio analysis is becoming ever more demanding. The volume and complexity of the tasks required to create, analyze, edit and report on investment portfolios is rising rapidly.

In the first article in our series, we addressed how to prioritize the work you want to simplify. In this article, we turn to how to simplify your workflow. We continue to develop our worked example ...

Newly released CREModels Lighthouse delivers asset-performance insights to investors and asset-managers in multifamily residential, office, retail, industrial and other sectors. ST. PETERSBURG, Fla., ...

“Our next question will come from Andrew Baum with Citi.” Pfizer’s fourth-quarter 2023 conference call was likely the last time we’ll hear that line during one of the company’s investor events. But it ...

The main American indexes have been overvalued, and this means that investors need to choose strategic stocks for their portfolio. The Multiplo Picks portfolio will use the S&P 500 as a benchmark.