Investors need to be able to measure the performance of investments of varying sizes to determine which ones are performing well and which ones are failing. Calculating the rate of return, which is ...

In its most basic form, the objective of tracking performance is to see whether your portfolio is growing. However, portfolio performance should also provide insight into the performance of the ...

Many bankers believe return on equity equates with shareholder value. Consequently, ROE is the primary performance measure to which bank senior management incentive compensation is tied. Competition ...

Calculating performance indicators or risk metrics is a critical task for financial institutions. While many focus solely on calculation methods, the real challenge often lies elsewhere. Data quality ...

Many investors focus their attention on how a stock's price changes over time. However, when you're talking about dividend-paying stocks, that doesn't even begin to tell the entire story. For example, ...

Hedge funds’ performance fees are a key component of every fund’s Net Asset Valuation calculation. Since the economic crisis of 2008, hedge fund performance and incentive fees have become more complex ...

Each month, I provide an update to my four dividend growth model portfolios that includes portfolio beta and other volatility-adjusted metrics, such as the Sharpe Ratio. Recently, I was asked by a few ...

On February 6, 2024, the SEC’s Division of Investment Management (SEC Staff) released an update to frequently asked questions document (FAQ) 1 regarding amendments to rule 206(4)-1. 2 The SEC Staff ...

123 Zero build is a free tool for calculating the performance of a market-ready carbon-neutral office building design. The app estimates the discounted payback for constructing a zero emissions office ...