Performance Measurement & Evaluation
As portfolio managers, being able to show our investors — with data-driven evidence — that we know exactly what we are good at and the steps we are taking to improve goes a long way.
Is there a relationship between where bitcoin is mined and how the performance of the local equity markets correlates with bitcoin prices?
What correlations should we trust? Those based on daily or monthly return data?
Is there a trade-off between diversity and investment performance?
In a wild year for markets and investing, what EI content most resonated with readers?
Passive ESG investing has become increasingly active. It’s time for a rethink.
How can we identify and measure a portfolio's benchmark misfit risk?
One AI equity trading model hints at the technology's potential to transform investment management.
If Treasuries no longer fulfill their traditional role, what other strategies or asset classes can enhance diversification and deliver consistent returns?
Should we be adjusting our allocations to emerging or frontier markets?