A Presentation of The Complete Guide to Portfolio Performance

Abstract

The Complete Guide to Portfolio Performance: Appraise, Analyse, Act is a hands-on desk reference for asset and wealth managers suitable for everyday use. Intuitively organized and full of concrete examples of the real-world implementation of the concepts discussed within, the book provides a comprehensive coverage of all important portfolio performance matters across 18 chapters of actionable and clearly described content. The authors have provided relevant cross-referencing where appropriate, “Key Takeaways and Equations” sections at the end of each chapter, and pointers to additional resources for anyone interested in pursuing further research.

Keywords: Portfolio performance, Portfolio management, Performance measure, Performance analysis, Performance reporting, Performance attribution

JEL Classification: G11