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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. List of performance analysis tools - Wikipedia

    en.wikipedia.org/wiki/List_of_performance...

    Arm MAP, a performance profiler supporting Linux platforms. AppDynamics, an application performance management solution [buzzword] for C/C++ applications via SDK. AQtime Pro, a performance profiler and memory allocation debugger that can be integrated into Microsoft Visual Studio, and Embarcadero RAD Studio, or can run as a stand-alone application.

  4. Is American Funds Cap Income Builder A (CAIBX) a Strong ... - AOL

    www.aol.com/news/american-funds-cap-income...

    Mutual Fund Report for CAIBX. For premium support please call: 800-290-4726 more ways to reach us

  5. Waterfall chart - Wikipedia

    en.wikipedia.org/wiki/Waterfall_chart

    Waterfall charts can be used for various types of quantitative analysis, ranging from inventory analysis to performance analysis. [4] Waterfall charts are also commonly used in financial analysis to display how a net value is arrived at through gains and losses over time or between actual and budgeted amounts. Changes in cash flows or income ...

  6. Index fund - Wikipedia

    en.wikipedia.org/wiki/Index_fund

    An index fund (also index tracker) is a mutual fund or exchange-traded fund (ETF) designed to follow certain preset rules so that it can replicate the performance ("track") of a specified basket of underlying investments. [1]

  7. 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.

  8. Gap analysis - Wikipedia

    en.wikipedia.org/wiki/Gap_analysis

    Gap analysis identifies gaps between the optimized allocation and integration of the inputs (resources), and the current allocation-level. This reveals areas that can be improved. Gap analysis involves determining, documenting and improving the difference between business requirements and current capabilities.

  9. Asset/liability modeling - Wikipedia

    en.wikipedia.org/wiki/Asset/liability_modeling

    Asset/liability modeling goes beyond the traditional, asset-only analysis of the asset-allocation decision. Traditional asset-only models analyze risk and rewards in terms of investment performance. Asset/liability models take a comprehensive approach to analyze risk and rewards in terms of the overall pension plan impact.

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    caibx allocation index performance analysis report definition chart pdf