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During portfolio reviews clients want to know if they've chosen talented managers. Help them evaluate performance by isolating the manager's skill from the market's style effects.
Attribution analysis helps you get behind a money manager's performance and isolate the source of his returns. You can also link to a replay of the Live event, aired July 25.
With just a little guidance, you can learn to love your spreadsheets. This handy primer will help you maintain your own custom benchmarks and calculate a handful of portfolio statistics, including r², alpha, beta, standard deviation, and various manager performance metrics.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
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