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 ...

Fact checked by Betsy Petrick Key Takeaways Return on investment (ROI) measures the gain or loss on an investment compared to how much you put in.A good ROI depends on factors like investment type, ...

Everybody loves math, right? Such an exciting topic, said very few people ever. Many schoolchildren dislike math because they think it's boring and they'll never use it in the real world. I know I ...

Chris Gallant, CFA, is a senior manager of interest rate risk for ATB Financial with 10 years of experience in the financial markets. Thomas J Catalano is a CFP and Registered Investment Adviser with ...

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 ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Erika Rasure is globally-recognized as a leading consumer economics subject matter expert, ...