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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 .
Geometric return: return depending only on start date and end date of one overall observation period; Rate of return or return on investment; Total shareholder return: annualized growth in capital assuming that dividends are reinvested
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 ...
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 control or investment controlling is a monitoring function within the asset management, portfolio management or investment management.It is concerned with independently supervising and monitoring the quality of asset management accounts with the aim of ensuring performance and quality in order to provide the required benefit for the asset management client.
Compared to other tech companies with an over $1 trillion market cap like Microsoft, Meta, Google, Apple and Amazon, Tesla still has a higher P/E ratio, but this may be more due to its leadership ...
Assessing a company's stability requires the use of both the income statement and the balance sheet, as well as other financial and non-financial indicators. Both 2 and 3 are based on the company's balance sheet, which indicates the financial condition of a business as of a given point in time.
One traditional method is using quarterly or monthly money-weighted returns; however, the true time-weighted method is a method preferred by many investors in financial markets. [4] There are also several models for measuring the performance attribution of a portfolio's returns when compared to an index or benchmark, partly viewed as investment ...