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

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 ...

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 ...

For a given data set, standard deviation measures how spread out the numbers are from an average value. This measurement of ...

Analytics, at its core, is leveraging data for measuring and improving business outcomes. Management guru Peter Drucker once said, “What gets measured gets managed.” Basically, effectively measuring ...