When a manager can accurately measure his organization's performance, he is able to identify deficiencies in the organization and correct them. When the deficiencies are dealt with efficiently, then ...

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, ...

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 ...