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 ...

Chip Castille, managing director at Wilshire, spoke with InvestmentNews about how sponsors can thoughtfully bring ...

https://doi.org/10.1086/499142 • https://www.jstor.org/stable/10.1086/499142 Mutual fund managers are the agents of investors, and their efforts to improve 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 ...

Dublin, Aug. 25, 2025 (GLOBE NEWSWIRE) -- The "Investment Performance Measurement, Attribution & Risk (ONLINE EVENT: October 15-17, 2025)" training has been added to ResearchAndMarkets.com's offering.

The diversification benefits of EM bonds, combined with the added potential of active management, support giving them a ...

MSCI’s multi-asset class performance analytics models support measurement, attribution, and appraisal of portfolio performance. Portfolio managers need actionable insights that explain their ...

I’ve spent over 25 years in the financial advisory profession but recently had a startling realization about investment performance. During a friendly debate with a friend who manages a small-cap ...

We're finally getting a pause in the rapid ascent of the markets on September 3 rd. Though headlines may look scary and momentum/volatility investors could start to pile on to the downside, a modest ...