Category Archives: Performance Measurement & Evaluation

Changes on the Horizon for Equity Investing

Omar Selim uses self-learning quant models and big data to perform ESG analysis, and he explained to other investment professionals why they would soon need to do the same. Read More

Posted in Equity Investments, Investment Topics, News, Performance Measurement & Evaluation, Risk Management, Standards, Ethics & Regulations (SER) | Tagged , , , , , | Comments Off on Changes on the Horizon for Equity Investing

The Middle Office Strikes Back

Spectacular advances in computer-processing power, visualization methodologies, and other innovative techniques are now eroding boundaries among risk, performance, and investment decision-making professionals. Read More

Posted in Economics, News, Performance Measurement & Evaluation, Portfolio Management, Risk Management | Tagged , | 1 Comment

Thinking Like Your Clients: Goals-Based Performance Analysis

At the 2014 European Investment Conference, Stephen Campisi, CFA, head of institutional thought leadership at US Trust, presented goals-based performance analysis as a radical departure from the usual attribution approach. Read More

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