Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (NYSEARCA:SCHB) and the other 20% to international stocks (NYSEARCA:EFA) are still measuring their performance ...

measurement and reporting was once considered one of the dark arts of portfolio management. Calculations were mysterious and everybody did them their own way. Unless clients dug deeply into the ...

Chip Castille, managing director at Wilshire, spoke with InvestmentNews about how sponsors can thoughtfully bring ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

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 ...

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

The diversification benefits of EM bonds, combined with the added potential of active management, support giving them a ...

I’ve spent over 25 years in the financial advisory profession but recently had a startling realization about investment performance. During a friendly debate with a friend who manages a small-cap ...

As investors look at how ESG scores can be used effectively, this article examines how different ESG score variants can be applied to portfolio construction and how they influence outcomes.

We're finally getting a pause in the rapid ascent of the markets on September 3 rd. Though headlines may look scary and momentum/volatility investors could start to pile on to the downside, a modest ...