Fund Evaluation from a Portfolio Perspective: A Guide to Asset Owner Performance

$25

Fund Evaluation from a Portfolio Perspective: A Guide to Asset Owner Performance
Stephen Campisi, CFA, The Pensar Group

This article presents a methodology for attributing contribution to both active return and risk within the overall portfolio, delivering a cohesive and holistic analysis of the portfolio’s success, while demonstrating the skill and benefit that the total portfolio manager delivered.

Free Subscription!

The Journal of Performance Measurement

The Performance Measurement Resource.

Click to Subscribe