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  2. Performance attribution - Wikipedia

    en.wikipedia.org/wiki/Performance_attribution

    Attribution analysis attempts to distinguish which of the various different factors affecting portfolio performance is the source of the portfolio's overall performance. Specifically, this method compares the total return of the manager's actual investment holdings with the return for a predetermined benchmark portfolio and decomposes the ...

  3. Devaux's Index of Project Performance - Wikipedia

    en.wikipedia.org/wiki/Devaux's_Index_of_Project...

    Devaux's Index of Project Performance (usually known as the DIPP) is a project management performance metric [1] formulated by Stephen Devaux as part of the total project control (TPC) approach to project and program value analysis. It is an index that integrates the three variables of a project (scope, time and cost) into a single value-based ...

  4. File:Project Stakeholder Analysis Template.pdf - Wikipedia

    en.wikipedia.org/wiki/File:Project_Stakeholder...

    File change date and time: 14:09, 24 November 2012: Date and time of digitizing: 14:09, 24 November 2012: Software used: UnknownApplication: Conversion program: Bullzip PDF Printer / www.bullzip.com / Freeware Edition: Encrypted: no: Page size: 595 x 842 pts (A4) Version of PDF format: 1.5

  5. Fidelity Target Allocation Index-Focused Models - AOL

    www.aol.com/news/fidelity-target-allocation...

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  6. Gap analysis - Wikipedia

    en.wikipedia.org/wiki/Gap_analysis

    In management literature, gap analysis involves the comparison of actual performance with potential or desired performance. [1] If an organization does not make the best use of current resources, or forgoes investment in productive physical capital or technology, it may produce or perform below an idealized potential.

  7. Capital allocation line - Wikipedia

    en.wikipedia.org/wiki/Capital_allocation_line

    An example capital allocation line. As illustrated by the article, the slope dictates the amount of return that comes with a certain level of risk. Capital allocation line (CAL) is a graph created by investors to measure the risk of risky and risk-free assets. The graph displays the return to be made by taking on a certain level of risk.

  8. Portfolio optimization - Wikipedia

    en.wikipedia.org/wiki/Portfolio_optimization

    Portfolio optimization is the process of selecting an optimal portfolio (asset distribution), out of a set of considered portfolios, according to some objective.The objective typically maximizes factors such as expected return, and minimizes costs like financial risk, resulting in a multi-objective optimization problem.

  9. Global tactical asset allocation - Wikipedia

    en.wikipedia.org/wiki/Global_tactical_asset...

    The modern global tactical asset allocation program is composed of two separate strategies: strategic rebalancing and overlay. The strategic rebalancing element of GTAA program is designed to remove any unintentional asset allocation risk which can be caused by various factors, including: drift risk, which occurs when the value of underlying portfolio holdings moves away from the strategic ...

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