Portfolio return measures the gain or loss of an investment portfolio over time. Learn how it influences investment ...

MSCI’s multi-asset class performance analytics models support measurement, attribution, and appraisal of portfolio performance. Portfolio managers need actionable insights that explain their ...

A reference for professionals and students of asset and wealth management. This book explores the essential topics of portfolio performance measurement in a realistic and rigorous way. Portfolio ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

In the first article in our series, we addressed how to prioritize the work you want to simplify. In the second article, we addressed how to simplify your workflow. In this fourth article, we turn to ...

Bloomberg ESG Scores measure best-in-class performance of a company’s management of financially material corporate sustainability issues. The issues deemed material in the Environmental (E) and Social ...

FactSet’s Performance Solution (FPS) supports official performance, attribution, Global Investment Performance Standards (GIPS) reporting and risk analysis. The software-as-a-service (SaaS)-based ...