Correlation

Correlation

Correlation measurements are extremely useful in addressing the risk-profile of your investment portfolio and are an important means of assessing how well diversified it is.

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Alpha and beta

Alpha and beta

The Greek letters alpha (α) and beta (β) are very commonly used terms within the investment management sector, but you shouldn’t feel bamboozled by what these performance and volatility indicators mean.

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Concentration risk

Concentration risk

Concentration risk rears its head in several ways but can often fly under investors’ radars, leaving them exposed even though they think their portfolios are well diversified.

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Market capitalisation

Market capitalisation

The market capitalisation concept is one of the most frequently used when investors are weighing up stocks and it can indicate very much more than simply what the market thinks a company is worth.

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