GIPS Performance Measurement TSG

Turnover Performance

$25

Turnover Performance

While analyzing an investment portfolio, in particular untangling its transactions, you have probably wondered which of these trades have had a decisive influence, positive or negative, on the performance of the portfolio.  Although it is straightforward to analyze whether a single purchase or a single sale involved a security whose price subsequently increased or dropped, it is almost impossible to focus on the “big picture.”

Author: Laurent Cantaluppi, Ph.D., Cantaluppi & Hug

Turnover Performance

While analyzing an investment portfolio, in particular untangling its transactions, you have probably wondered which of these trades have had a decisive influence, positive or negative, on the performance of the portfolio.  Although it is straightforward to analyze whether a single purchase or a single sale involved a security whose price subsequently increased or dropped, it is almost impossible to focus on the "big picture."

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