Let’s say a client asks you, “What was the best-performing fund last year?” Or perhaps they want to know, “What was the performance of the S&P 500 last year?” Before answering, it would be best to ask ...

measurement and reporting was once considered one of the dark arts of portfolio management. Calculations were mysterious and everybody did them their own way. Unless clients dug deeply into the ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

A reference for professionals and students of asset and wealth management. This book explores the essential topics of portfolio performance measurement in a realistic and rigorous way. Portfolio ...

MSCI’s multi-asset class performance analytics models enable measurement, attribution, and appraisal of portfolio performance. Portfolio managers need actionable insights that explain their portfolios ...

MSCI’s multi-asset class performance analytics models support measurement, attribution, and appraisal of portfolio performance. Portfolio managers need actionable insights that explain their ...

As investors look at how ESG scores can be used effectively, this article examines how different ESG score variants can be ...

Forbes contributors publish independent expert analyses and insights. William Baldwin covers investing, taxation and corporate finance. This guide to measuring investment results aims to do two things ...

Adding an asset that aims to generate positive returns uncorrelated with the equity, bond or credit market (like an equity market neutral strategy represented by the Credit Suisse Equity Market ...

Amid challenging and volatile markets and negative stock performance in 2022, how can portfolio managers control portfolio liquidity risk effectively and maximise the returns from these investment ...