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Investment performance. 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. Investors often distinguish different types of return.
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 active return. The active return is the component of a portfolio's ...
Clearwater Analytics is a software-as-a-service (SaaS) fintech company that provides automated investment accounting, performance, compliance, and risk reporting for insurance companies, asset managers, corporations, banks, governments, and other institutions. [1] Clearwater is a publicly traded company headquartered in Boise, Idaho, with ...
Return on investment. Return on investment ( ROI) or return on costs ( ROC) is the ratio between net income (over a period) and investment (costs resulting from an investment of some resources at a point in time). A high ROI means the investment's gains compare favourably to its cost. As a performance measure, ROI is used to evaluate the ...
Eagle Investment Systems is an American global provider of financial services technology and a subsidiary of BNY Mellon. [1] [2] Founded in 1989 and based in Wellesley , Massachusetts, Eagle has 15 offices internationally, including offices in Beijing , [3] Chennai , Dubai , London , Montreal , New York City , Pune , San Francisco , Singapore ...
According to the US SIF Foundation’s Report on U.S. Sustainable and Impact Investing Trends 2022, the three letters of ESG have been attracting some big numbers. Total assets in sustainable ...
Financial software. Investment portfolio analysis. Investment performance reporting. Number of employees. 800 [2] (2023) Website. addepar .com. Addepar, Inc. is an American wealth management platform for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting. [3]
Past Performance - Across historical time periods for the same firm (the last 5 years for example), Future Performance - Using historical figures and certain mathematical and statistical techniques, including present and future values, This extrapolation method is the main source of errors in financial analysis as past statistics can be poor ...