Identifying a Sponsor’s Impact on Total Returns: Performance Attribution for the Total Portfolio

13 pages
Source: Morningstar
Cindy Sin-Yi Tsai, CFA

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Summary

Performance attribution identifies and separates the sources of performance, including strategic asset allocation, tactical asset allocation style, and manager selection. This white paper describes the process and practical challenges in its implementation.
Topics
Performance Measurement and Evaluation
    :
  • Performance Attribution
|
Portfolio Management
    :
  • Performance Measurement, Attribution, and Appraisal
|
Private Wealth Management
    :
  • Investment Strategy and Asset Allocation
Credits · About the CE Program
0.5 CE (including 0 SER) Manage CE Credits

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