Performance Measurement & Evaluation
Net-zero investing will continue growing as emissions-reduction plans and programs take hold, climate change solution opportunities increase, and the industry develops better tools and skills to measure and manage climate change risk.
Promotions require more than just hard work and results. By mastering the PIE framework, you’ll position yourself for long-term career success.
Is IRR misleading investors? Discover the flaws in traditional performance measures and how solutions like NAV-to-NAV IRR can offer a clearer view of private market returns.
Multi-asset managers need a reliable, data-driven foundation for constructing portfolios that are not only diversified but also aligned with global economic trends.
How does the internal rate of return (IRR) work and why do investors need to be careful not to view the metric as an equivalent measure to a rate of return on investments?
What makes most investors believe that private capital funds are such clear outperformers? The use of since-inception internal rate of return (IRR) as the industry’s preferred performance metric and the media’s coverage of the sector are to blame.
Is it time to eschew the benchmark trap in favor of Warren Buffett's rule, "Don't lose capital?"
The secret sauce of Canadian pension plan returns lies in their ability to attract top talent, carefully design compensation frameworks, and adapt to market conditions.
Carlsson-Szlezak and Swartz attempt to add fresh thinking on framing macro shocks that may often prove to be false alarms. Any general reader will obtain some key fresh insights with this work, and CFA charterholders will be offered an alternative to the conventional Wall Street approach to macro discussions.
Asset classes such as commodities have historically had notable diversification benefits for longer-term investors who are concerned with inflation.