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Portfolio Management: Analyzing and Generating Returns

In: The Trustee Guide to Investment

Author

Listed:
  • Andrew Clare
  • Chris Wagstaff

Abstract

Understand the methodology behind and differences between money-weighted and time-weighted rates of return. Know the methods by which equity indices are constructed and the shortcomings of each method. Know the characteristics of an effective benchmark. Know how to decompose fund manager performance and better understand the sources of portfolio performance. Understand the methodologies that underpin the process of performance evaluation. Appreciate the advantages and limitations of both active and passive fund management.

Suggested Citation

  • Andrew Clare & Chris Wagstaff, 2011. "Portfolio Management: Analyzing and Generating Returns," Palgrave Macmillan Books, in: The Trustee Guide to Investment, chapter 0, pages 347-389, Palgrave Macmillan.
    • Handle: RePEc:pal:palchp:978-0-230-36187-4_14
    DOI: 10.1057/9780230361874_14
    as

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