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

Free Subscription!

The Journal of Performance Measurement

The Performance Measurement Resource.

Click to Subscribe