Performance Attribution

Download the White Paper

A Powerful Tool for Identifying the Sources of Investment Performance

Knowing what makes your investment decisions successful (or not so successful) is a powerful tool both in working with clients as well as within your firm.  Written in conjunction with David Spaulding, an internationally recognized authority on performance management, this 18 page white paper provides a basic understanding of performance attribution, which has become the hottest area in performance management.  It will give you with a strong grasp of the fundamental principles of attribution as well as a practical understanding of how it can be used in performance measurement. 

Key Learnings:

• Gain a fundamental understanding of the role of performance attribution
• Determine how to choose the equity attribution model that supports your investment philosophy
• See the two most commonly used attribution models in practice and decide which is best for your firm