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All 522 results

Continuing Education Credits · What is CE Credit?

522 results for

  • Performance Measurement and Evaluation
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0 CE Credits (including 0 SER)
Article

On Measuring Performance toward Retirement (1 April 2017)

CFA Institute: CFA Digest Hal Forsey | Frank Sortino Reviewed by: Sandra Krueger, CFA (Reviewer)
Topics:
  • Performance Measurement and Evaluation: Benchmark Selection
  • Private Wealth Management: Constraints · Investment Vehicles and Asset Class Exposures · Objectives
0 CE Credits (including 0 SER)
0 CE Credits (including 0 SER)
Article

Using Brinson Attribution to Explain the Differences between Time-Weighted (TWR) and Money-Weighted (IRR) Returns (1 April 2017)

CFA Institute: CFA Digest Joe D’Alessandro Reviewed by: Michal Szudejko, CFA (Reviewer)
Topics:
  • Performance Measurement and Evaluation: Performance Attribution · Return Measures (Arithmetic, Geometric, Time Weighted, Dollar Weighted) · Specific Investor Issues
1 CE Credit (including 0 SER)
Article

Active Share and the Three Pillars of Active Management: Skill, Conviction, and Opportunity (13 March 2017)

CFA Institute: Financial Analysts Journal Martijn Cremers
Topics:
  • Performance Measurement and Evaluation: Performance Attribution
  • Portfolio Management: Equity Portfolio Management Strategies
1 CE Credit (including 0 SER)
Webcast / Podcast

Fundamentals of Efficient Factor Investing (13 March 2017)

CFA Institute Other Webcast Series: Financial Analysts Journal Author Webinars Harindra de Silva, CFA
Topics:
  • Performance Measurement and Evaluation: Risk-Adjusted Measures
  • Portfolio Management: Asset Allocation · Equity Portfolio Management Strategies · Portfolio Concepts from Capital Market Theory · Portfolio Construction and Revision
0 CE Credits (including 0 SER)
Article

On the Style-Based Feedback Trading of Mutual Fund Managers (1 March 2017)

CFA Institute: CFA Digest Bart Frijns | Aaron Gilbert | Remco C. J. Zwinkels Reviewed by: Gregory G. Gocek, CFA (Reviewer)
Topics:
  • Performance Measurement and Evaluation: Performance Attribution
  • Portfolio Management: Equity Portfolio Management Strategies · Portfolio Construction and Revision
0 CE Credits (including 0 SER)
Article

Picking Winners? Investment Consultants’ Recommendations of Fund Managers (1 March 2017)

CFA Institute: CFA Digest Tim Jenkinson | Howard Jones | Jose Vicente Martinez Reviewed by: Jennie I. Sanders, CFA (Reviewer)
Topics:
  • Performance Measurement and Evaluation: Performance Attribution
  • Portfolio Management: Investment Manager Selection · Performance Measurement, Attribution, and Appraisal
0 CE Credits (including 0 SER)
0 CE Credits (including 0 SER)
Article

The Relative Performances of Large Buyout Fund Groups (1 March 2017)

CFA Institute: CFA Digest Jeffrey Hooke | Ken Yook Reviewed by: Karl Strauss, CFA (Reviewer)
Topics:
  • Alternative Investments: Private Equity
  • Performance Measurement and Evaluation: Benchmark Selection · Peer Group Comparisons (i.e., Distinguished from Benchmark Comparisons)
0 CE Credits (including 0 SER)
0 CE Credits (including 0 SER)
Article

Indexing and Active Fund Management: International Evidence (1 February 2017)

CFA Institute: CFA Digest Martijn Cremers | Miguel A. Ferreira | Pedro Matos | Laura Starks Reviewed by: Joe Staines, CFA (Reviewer)
Topics:
  • Equity Investments: Equity Market Valuation and Return Analysis
  • Performance Measurement and Evaluation: Performance Attribution
  • Portfolio Management: Asset Allocation · Performance Measurement, Attribution, and Appraisal
0 CE Credits (including 0 SER)
Article

Attribution Hears a Who! The Case for Decision-Maker Based Attribution (1 January 2017)

CFA Institute: CFA Digest Arun Muralidhar Reviewed by: Sonia Gandhi, CFA (Reviewer)
Topics:
  • Performance Measurement and Evaluation: Performance Attribution · Risk-Adjusted Measures
  • Portfolio Management: Asset Allocation · Endowment Funds and Foundations
0 CE Credits (including 0 SER)
Article

The Long and Short of Profitable Dividend Yield Strategies (1 January 2017)

CFA Institute: CFA Digest Wai Mun Fong | Zhehan Ong Reviewed by: Sandra Krueger, CFA (Reviewer)
Topics:
  • Equity Investments: Types of Equity Securities and Their Characteristics
  • Performance Measurement and Evaluation: Performance Attribution
  • Private Wealth Management: Investment Strategy and Asset Allocation · Investment Vehicles and Asset Class Exposures
0 CE Credits (including 0 SER)
Article

You’re Fired! New Evidence on Portfolio Manager Turnover and Performance (1 January 2017)

CFA Institute: CFA Digest Leonard Kostovetsky | Jerold B. Warner Reviewed by: Stuart Fujiyama, CFA (Reviewer)
Topics:
  • Performance Measurement and Evaluation: Performance Attribution
  • Portfolio Management: Investment Manager Selection
  • Private Wealth Management: Investment Vehicles and Asset Class Exposures
0.5 CE Credits (including 0 SER)
Article

Quantitative Investing Is Fundamental (1 December 2016)

CFA Institute: CFA Institute Conference Proceedings Quarterly Gina Marie N. Moore, CFA
Topics:
  • Performance Measurement and Evaluation: Performance Attribution · Risk-Adjusted Measures
  • Portfolio Management: Equity Portfolio Management Strategies · Investment Manager Selection