Identify an appropriate benchmark is an essential step in assessing a manager’s performance. In the Fund’s prospectus or advertising materials, a benchmark of the fund is usually identified and the performance of the fund relative to this benchmark is given. The issue of concern is whether or not the scale has provided a similar risk profile of the Fund.

Identify an appropriate benchmark is an essential step in assessing a manager’s performance. In the Fund’s prospectus or advertising materials, a benchmark of the fund is usually identified and the performance of the fund relative to this benchmark is given. The issue of concern is whether or not the scale has provided a similar risk profile of the Fund.
«Hide

from
Richard B. Evans
11 pages.
Release Date: 14 August 2012. Prod #: UV6497-PDF-ENG
Performance Measurement with Factor Models HBR case solution

[related_post themes="flat"]