CFA Institute

FEBRUARY 17, 2023

Do index funds with lower tracking error have better or worse post-tax performance?

Performance Measuring 97

Performance Measuring Benchmarking Economics Investments 97

Spreadym

JUNE 8, 2023

It is a tool used to anticipate the financial performance of a business or a specific project. Forecasts can be short-term or long-term and are usually based on assumptions about factors like market conditions, customer behavior, economic trends, and internal capabilities.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

CFA Institute

MARCH 31, 2023

The first step in testing whether ESG funds deliver higher ESG scores is to determine what to compare them against.

Performance Measuring 78

Performance Measuring Benchmarking Economics Investments 78

CFA Institute

AUGUST 26, 2021

Why does investing in the "average" private market fund seem to go so poorly?

Marketing 73

Marketing Investments Performance Measuring Benchmarking 73

Barry Ritholtz

OCTOBER 24, 2022

So I leave the Bureau of Labor Statistics and I move into economic consulting. I think a lot of people think of Morningstar, and rightly so for the star ratings, which are performance measurements. NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. NORTON: Right.

Investments 52

Investments Valuation Benchmarking Marketing 52