Golf and the Art of Portfolio Performance Measurement
$25
Among the topics most frequently discussed between financial advisors and portfolio performance analysts, time-weighted and dollar-weighted performance returns have to be at the top of the list. Primarily, financial advisors want to know why there are differences between time-weighted and dollar-weighted returns for a portfolio for the same time period.
Author: Larry Campbell, AIF, Morgan Keegan & Company
Among the topics most frequently discussed between financial advisors and portfolio performance analysts, time-weighted and dollar-weighted performance returns have to be at the top of the list. Primarily, financial advisors want to know why there are differences between time-weighted and dollar-weighted returns for a portfolio for the same time period.
Golf and the Art of Portfolio Performance Measurement