Institutional investors face complex decisions—where to allocate capital, which managers to trust, how to weather volatility. These choices can’t rely on instinct alone. They require data, structure, ...

Investors have come to rely on Morningstar's forward-looking Analyst Ratings as crucial inputs for screening investments and making buy and sell decisions. The Morningstar Quantitative Rating for ...

Quantitative analysis in investing is the process of analyzing the characteristics of an investment opportunity via a statistical lens to determine if it is a viable choice. Analysts will often build ...

The recent spotlight on DeepSeek’s owner, High-Flyer has renewed interest in quantitative hedge funds. These are pooled funds that employ sophisticated mathematical and statistical models to identify ...

Fixed income is a naturally quantitative asset class: the investor claims a predetermined, and thus quantifiable, stream of cash flows. This implies that greater accessibility of data and processing ...

Our last column, Yes Virginia, Valuation Matters, caused a bit of controversy on Twitter regarding the nature of Applied Finance’s Quantitative Valuation™ research and investment approach versus that ...