Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (NYSEARCA:SCHB) and the other 20% to international stocks (NYSEARCA:EFA) are still measuring their performance ...

Regardless of how you feel, it's wise to see a doctor for an annual physical exam. The same goes for an investment portfolio. Investors should periodically measure performance and analyze the types of ...

Evaluating your portfolio's performance is an integral part of investing, but how you go about measuring that performance can turn a productive activity into an unproductive one. The trick is to make ...

There are a large number of statistical measures available for looking at a mutual fund, ETF, stock or a combination of these in the total portfolio. So what are the important measures and what do ...

Audacy has named Podscribe as a preferred measurement partner in 2026, to support attribution and reporting across its ...

I’ve spent over 25 years in the financial advisory profession but recently had a startling realization about investment performance. During a friendly debate with a friend who manages a small-cap ...

Most advisers and their clients don’t see eye to eye on measuring portfolio performance, according to global asset manager Russell Investments’ latest quarterly survey of U.S. financial advisers. The ...

As they say, you manage what you measure. Accordingly, an entire industry has developed around performance measurement and performance management. Popular tools include the Balanced Scorecard, ...

Performance management is an integral part of the workplace as it provides a platform for supervisors and managers to measure employee performance and determine whether employees are meeting the ...

Most advisors and their clients don’t see eye to eye on measuring portfolio performance, according to global asset manager Russell Investments’ latest quarterly survey of U.S. financial advisors. The ...