Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (NYSEARCA:SCHB) and the other 20% to international stocks (NYSEARCA:EFA) are still measuring their performance ...

Investors and academics have long sought for a way to compare the performance of portfolios on a risk-adjusted basis. If you can adjust for risk, you can directly compare the performance of portfolios ...

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 ...

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 ...

For investors and managers hoping to align the ethical and fiduciary goals of their portfolios, the cost and benefits of impact investing are often difficult to quantify. In a recently published ...

In the first article in our series, we addressed how to prioritize the work you want to simplify. In the second article, we addressed how to simplify your workflow. In this fourth article, we turn to ...