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The investment performance is measured over a specific period of time and in a specific currency. Investors often distinguish different types of return. One is the distinction between the total return and the price return , where the former takes into account income ( interest and dividends ), whereas the latter only takes into account capital ...
Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return .
The Certificate in Investment Performance Measurement (CIPM) is a professional accreditation in the field of investment performance analysis. It includes investment performance measurement and attribution. It is offered by the CIPM Association, a body associated with the CFA Institute.
Investment is traditionally defined as the "commitment of resources to achieve later benefits". If an investment involves money, then it can be defined as a ...
According to his book Pension Funds: Measuring Investment Performance, [1] "The method selected to measure return on investment is similar to the one described by Hilary L. Seal in Trust and Estate magazine. This measure is used by most insurance companies and by the SEC in compiling return on investment in its Pension Bulletins. [4]
Investment management is the process of managing an investment portfolio, using strategy and finding the best asset allocation. See if you should consider it.
Investment managers are judged on investment activity which is under their control. If they have no control over the timing of flows, then compensating for the timing of flows, applying the true time-weighted return method to a portfolio, is a superior measure of the performance of the investment manager, at the overall portfolio level.
When choosing a financial advisor, look for red flags, such as lack of responsiveness, high fees and pushing certain investments. If you are unhappy with your portfolio’s performance, it could ...