by admin | May 9, 2025 | money-weighting, rates of return, time-weighting
Today’s animation discusses the fairly common situation, where a portfolio loses money but has a positive return. This video discusses how to explain positive returns when losses occur.
by admin | Jan 4, 2025 | money-weighting, time-weighting
When teaching our Fundamentals of Investment Performance course, when writing my books, and often when simply having conversations with clients, I am often faced with the task of explaining, in as clear a manner as possible, the differences between time and money...
by TSG | Dec 13, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting
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by TSG | Nov 25, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting
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by TSG | Oct 16, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting
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by TSG | Sep 22, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting
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