Every person and organization has some familiarity with performance metrics and reporting, yet how to take that experience and apply it to asset management is not straightforward. Looking at industry ...

Analytics, at its core, is leveraging data for measuring and improving business outcomes. Management guru Peter Drucker once said, “What gets measured gets managed.” Basically, effectively measuring ...

As they say, you manage what you measure. Accordingly, an entire industry has developed around performance measurement and performance management. Popular tools include the Balanced Scorecard, ...

Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk. CAGR is ...

Measuring portfolio performance involves monitoring and analyzing returns, allocation, risk, and other elements. There are several metrics that an investor may choose from to gauge the progress of ...