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investment performance

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  • Investment performance — is the return on an investment portfolio. The investment portfolio can contain a single asset or multiple assets. The investment performance is measured over a specific period of time and in a specific currency. TInvestors often distinguish… …   Wikipedia

  • Certificate in Investment Performance Measurement — The Certificate in Investment Performance Measurement (CIPM) is a professional accreditation in the field of investment performance analysis in the United States. It includes investment performance measurement and attribution. It is offered by… …   Wikipedia

  • Certificate in Investment Performance Measurement - CIPM — A certificate which signifies competency in the area of evaluating the investment performance of investment firms. The Certificate in Investment Performance Measurement is issued by the Chartered Financial Analyst Institute and requires… …   Investment dictionary

  • Global Investment Performance Standards - GIPS — Ethical standards to be used by investment managers for creating performance presentations that ensure fair representation and full disclosure of investment performance results. Global Investment Professional Standards were created by the… …   Investment dictionary

  • Investment club software — Investment Club Accounting Software is typically used to manage:* Member Subscriptions * Ownership / Unit Valuation System * Investment Transactions * Financial Reports * Income / Expenditure transactions * Performance reports * Manage tax… …   Wikipedia

  • Performance attribution — or Investment Performance Attribution is a set of techniques that performance analysts use to explain why a portfolio s performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the …   Wikipedia

  • Investment Technology Group — Infobox Company company name = Investment Technology Group, Inc. company type = Public (Nyse|ITG) foundation = 1987 location = New York City, USA key people = Robert Gasser (President and CEO), Maureen O Hara (Chairman of the board), Howard… …   Wikipedia

  • Performance Drag — The negative effect of transaction costs on the performance of an investment. Performance drag is most commonly attributed to brokerage commissions, but there are many other factors such as timing, bid ask spreads and other opportunity costs that …   Investment dictionary

  • Performance Audit — An audit performed on an asset manager by an outside accounting firm to verify that the performance figures shown to the public on marketing materials represent the true aggregate results of the firm s clientèle. The CFA Institute has… …   Investment dictionary

  • Investment management — is the professional management of various securities (shares, bonds etc.) and assets (e.g., real estate), to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds,… …   Wikipedia

  • performance — per‧form‧ance [pəˈfɔːməns ǁ pərˈfɔːr ] noun 1. [countable, uncountable] FINANCE the degree to which a company, investment, financial market etc is profitable: • The company is showing strong performance and doing considerably better than the… …   Financial and business terms

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