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 ...

Learn why the geometric mean is preferred for portfolio returns and how it offers deeper insights into financial performance that the arithmetic mean.

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 ...

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 ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

NEW YORK, Nov. 29, 2021 /PRNewswire/ -- Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in providing data, insight, and analysis to investment professionals via its financial ...

With the third quarter in the books and client account statements in the email, now is a good time for financial advisors to think about how they are communicating performance. If you are an advisor, ...

In the course of this study the consultants identified a number of key performance indicators being used within the various participating agencies that could help to answer these questions. These ...

(MENAFN- Send2Press Newswire) NEW YORK, N.Y., Jan. 27, 2026 (SEND2PRESS NEWSWIRE) - Vertyx, a provider of intelligent mortgage servicing technology built for enhanced portfolio performance, today ...

Much has been written about the establishment and use of performance measurement systems. Ultimately, an effective performance measurement system should support informed decision making about the ...