The objective of performance attribution is to explain portfolio performance relative to a benchmark, identify the sources of excess return, and relate those so

An intuitive and effective desk reference for performance measurement in asset and wealth management In The Complete Guide to Portfolio Performance: Appraise, A

A practitioner's guide to the role and implications of performance measurement and attribution analysis in asset management firms Practical Portfolio Performanc

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Research Foundation Review 2019 presents the offerings from CFA Institute Research Foundation during 2019. We start with an overview, summarize the year's outpu