The big question should be: does daily performance provide beneficial information for portfolio managers and analysts to make better decisions? And more importantly, will this result in better “service” to the client? Does daily performance measurement matter? The big answer is yes. When used as a tool by equity portfolio managers and analysts, daily performance allows a better tracking of the client portfolio to the investment guides that the client has set. Although the ultimate benefit of such analysis should be for the client, presenting daily detail may be unnecessary.

Selecting and Implementing a Daily Performance System