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Investment performance is the return on an investment portfolio, which can contain a single asset or multiple assets. A single-asset investor will only
Investment_performance
Investment portfolio analysis technique
Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio's performance
Performance_attribution
Ratio between net income and investment
means the investment's gains compare favorably to its cost. As a performance measure, ROI is used to evaluate the efficiency of an investment or to compare
Return_on_investment
Way of investing money alongside other investors
investment aims, their past investment performance, and other factors such as investment fees. The first (recorded) professionally managed investment
Investment_fund
pay-for-performance fee structure, in relation to the investment industry, describes a management fee that is paid to a financial adviser or investment manager
Pay-for-performance (Investment)
Pay-for-performance_(Investment)
Measure of the return on an investment
manager has taken. Also, because investment returns are largely due to chance, a portfolio manager's historical performance is not a good indicator of skill
Relative_return
Professional asset management of securities for the benefit of investors
fund performance appears to be dependent on the unique skills of the fund manager; however, clients are often reluctant to stake their investments on the
Investment_management
An Energy Performance Investment is a funding solution that enables entities (the end beneficiary) to acquire Energy Conservation Measures (ECM) via a
Energy_Performance_Investment
Professional accreditation in the field of investment performance analysis
in Investment Performance Measurement (CIPM) is a professional accreditation in the field of investment performance analysis. It includes investment performance
Certificate in Investment Performance Measurement
Certificate_in_Investment_Performance_Measurement
Singaporean hedge fund management firm
Chua declined to disclose the amount then used. Quantedge describes its investment philosophy as seeking returns from risk premia across a large number of
Quantedge
Set of actions with the intent of earning profit
Investment is traditionally defined as the "commitment of resources into something expected to gain value over time". If an investment involves money,
Investment
Canadian pension fund manager
Canada Pension Plan Investment Board (CPPIB; French: Office d'investissement du régime de pensions du Canada), operating as CPP Investments (French: Investissements
CPP_Investments
Historical performance of an investment portfolio
modified Dietz method is a measure of the ex post (i.e. historical) performance of an investment portfolio in the presence of external flows. (External flows
Modified_Dietz_method
Market value of financial assets
positive performance (growth). However, investment strategies may be capacity-constrained. This means that the strategy's investment performance is adversely
Assets_under_management
American economist
pricing model (CAPM). He created the Sharpe ratio for risk-adjusted investment performance analysis, and he contributed to the development of the binomial
William_F._Sharpe
State-owned investment fund
A sovereign wealth fund (SWF), or sovereign investment fund, is a state-owned investment fund that invests in real and financial assets such as stocks
Sovereign_wealth_fund
Fee for managing an investment
A performance fee is a fee that a client account or an investment fund may be charged by the investment manager that manages its assets in addition to
Performance_fee
in Investment Performance Measurement (CIPM) is a professional accreditation in the field of investment performance analysis. It includes investment performance
Professional certification in financial services
Professional_certification_in_financial_services
Investments other than stocks, bonds and cash
An alternative investment, also known as an alternative asset or alternative investment fund (AIF), is an investment in any asset class excluding capital
Alternative_investment
Finance term; profit on an investment
annualization. The return on investment (ROI) is return per dollar invested. It is a measure of investment performance, as opposed to size (cf. return
Rate_of_return
Method of measuring the performance of the bond market
A bond index or bond market index is a method of measuring the investment performance and characteristics of the bond market. There are numerous indices
Bond_market_index
American firm registration with the SEC
In the United States, a registered investment adviser (RIA) is a firm or individual who provides investment advice to clients about securities for compensation
Registered_investment_adviser
Means of measuring historical investment portfolio performance
The simple Dietz method is a means of measuring historical investment portfolio performance, compensating for external flows into/out of the portfolio
Simple_Dietz_method
Academic discipline studying businesses and investments
Finance refers to the management, movement, investment, and raising of money. "Finance" also refers to the academic discipline that studies these. Based
Finance
London-based hedge fund management firm
company recorded a loss of 80% in profits as a result of reduced investment performance. By 2020 the hedge fund was managing more than $30 billion. It recorded
The Children's Investment Fund Management
The_Children's_Investment_Fund_Management
Formula for measuring financial risk
Sharpe measure, and the reward-to-variability ratio) measures the performance of an investment such as a security or portfolio compared to a risk-free asset
Sharpe_ratio
Service recommending securities
and/or holding investments and will monitor the performance of the client's investments and their alignment with the buyer's overall investment objectives
Investment_advisory
Stock in an unlisted private company
of an investment paid to the investment manager specifically in alternative investments (private equity and hedge funds). It is a performance fee, rewarding
Private_equity
Investment company of the state of Queensland, Australia
management and investment performance. QIC was established on 1 July 1991 by the Queensland Government under the Queensland Investment Corporation Act
Queensland Investment Corporation
Queensland_Investment_Corporation
Privately pooled investment fund using diverse strategies to seek high returns
usually pays its investment manager a management fee (typically, 2% per annum of the net asset value of the fund) and a performance fee (typically, 20%
Hedge_fund
Israeli artificial intelligence company
"read" movie and TV screenplays in order to predict box office and investment performance. Part of the process reportedly entails analyzing 300,000 to 400
VaultML
Head of investments in an organization
and coordinate investment, liquidity-, interest rate- and asset and liability management in order to optimize investment performance within the firm's
Chief_investment_officer
Method of calculating an investment's rate of return
partners' perspective, as a measure of the general partner's performance as investment manager. This is because it is the general partner who controls
Internal_rate_of_return
Monitoring function within asset or portfolio management
(2009). Investment Performance Measurement: Evaluating and Presenting Results. John Wiley and Sons David Spaulding (2003). Investment performance attribution:
Investment_control
Risk-adjusted measure of the so-called active return on an investment
an investment, the performance of that investment compared with a suitable market index. An alpha of 1% means the investment's return on investment over
Alpha_(finance)
simplest and most important measures of investment performance. HPR is the change in value of an investment, asset or portfolio over a particular period
Holding_period_return
Method of calculating investment return
calculating investment return, in the particular way it compensates for external flows. The time-weighted return is a measure of the historical performance of
Time-weighted_return
Any investment strategy combining both financial performance and social/ethical impact
Socially responsible investing (SRI) is any investment strategy which seeks to consider financial return alongside ethical, social or environmental goals
Socially responsible investing
Socially_responsible_investing
Pension fund
in pensions and other benefits. Supporters argue that the fund’s investment performance, together with its defined-benefit structure, has provided tens
Chicago_Teachers_Pension_Fund
Financial term for a collection of investments
(2025-06-09). "The case for alternatives". Investment Executive. Retrieved 2026-03-11. Investment Performance Measurement Errors, accessed 2008-06-29. Baker
Portfolio_(finance)
One measure of the return of an investment portfolio
absolute return or simply return is a measure of the gain or loss on an investment portfolio expressed as a percentage of invested capital. The adjective
Absolute_return
Professional designation in U.S. securities
Risk and Performance Quantitative Foundations Statistical Foundations The Environment of Alternative Investments What is An Alternative Investment? Real
Chartered Alternative Investment Analyst
Chartered_Alternative_Investment_Analyst
Singaporean sovereign wealth fund
Established by the Government of Singapore in 1981 as Government of Singapore Investment Corporation, from which the acronym "GIC" is derived, its mission is to
GIC_(sovereign_wealth_fund)
Asset management firm based in Pasadena, California
managed accounts for institutional investors. Despite its strong investment performance and large number of assets under management (AUM), the firm keeps
Primecap
Investigation of operational risks
information relating to the historic actual or future expected investment performance of such funds, the variance or future expected variance of the returns
Operational due diligence (alternative investments)
Operational_due_diligence_(alternative_investments)
American academic and author
Understanding Investment Performance, which was published in March 2009. The book focuses on generating and understanding investment performance for hedge
John_Longo
American firm
Portfolio Management – tools to assist portfolio managers in optimizing investment performance as well as maintaining compliance with global regulatory, client
Investment_Technology_Group
Calculation of investment performance
Calmar ratio (or Drawdown ratio) is a performance measurement used to evaluate Commodity Trading Advisors and hedge funds. It was created by Terry W.
Calmar_ratio
American wealth management company
cloud based American wealth management software platform for registered investment advisors (RIAs) specializing in data aggregation, analytics, and portfolio
Addepar
Professional who buys and sells shares for others
stockbroker is an individual or company that buys and sells stocks and other investments for a financial market participant in return for a commission, markup
Stockbroker
Professional who renders financial services to clients
Financial advisors provide a broad range of services that may include investment advice, retirement and estate planning, wealth management, tax‑efficient
Financial_adviser
Mandatory return of money or benefits
incentives for attracting jobs and capital investment has grown over the past decades to include performance measures from which to gauge a company's growth
Clawback
Rules to develop an investment portfolio
skills. Momentum Trading: One strategy is to select investments based on their recent past performance. Stocks that had higher returns for the recent 3 to
Investment_strategy
Investment transaction by which the ownership equity of a company is acquired
In finance, a buyout is an investment transaction by which the ownership equity, or a controlling interest of a company, or a majority share of the capital
Buyout
Investment style, is a term in investment management (and more generally, in finance), referring to how a characteristic investment philosophy is employed
Investment_style
Overview of finance and finance-related topics
return of an investment portfolio Investment performance Relative return – Measure of the return on an investment Risk – Possibility of something bad happening
Outline_of_finance
Market-weighted investing strategy
method is to mimic the performance of an externally specified index by buying an index fund. By tracking an index, an investment portfolio typically gets
Passive_management
Buying and selling real estate for profit
as each type requires a unique investment strategy. Valuation is a critical factor in assessing real estate investments, as it determines a property's
Real_estate_investing
Topics referred to by the same term
County, Iowa Calmar, Alberta, Canada Calmar ratio, a calculation of investment performance Calamar (disambiguation) Kalmar (disambiguation) This disambiguation
Calmar
Investment approach where managers actively select and adjust portfolio holdings
investment type (e.g., emerging market stocks, municipal bonds). For various periods (ranging from 1 year to 20 years), they compare the performance of
Active_management
Topics referred to by the same term
Instructions Per Second Global Investment Performance Standards, a set of standards defined for the Certificate in Investment Performance Measurement Global IP
GIPS
American hedge fund firm
Hedge Fund Alpha: A Framework For Generating And Understanding Investment Performance. World Scientific. p. 294. ISBN 978-981-4469-92-0. ...long-only
The_Baupost_Group
Series of payments made at equal intervals
In investment, an annuity is a series of payments of the same kind made at equal time intervals, usually over a finite term. Annuities are commonly issued
Annuity
Singaporean state-owned conglomerate
/təˈmɑːseɪk/ tə-MAH-sayk) is a Singaporean state-owned multinational investment firm. Incorporated on 25 June 1974, Temasek has a net portfolio of S$518
Temasek_Holdings
Association for finance and investment professionals
Financial Analyst (CFA) Certificate in Investment Performance Measurement (CIPM) Private Markets and Alternative Investments Certificate Private Equity Certificate
CFA_Institute
American non-profit
trends within the industry, including market sizing, demographics, investment performance, and impact measurement and management. The organization also serves
Global Impact Investing Network
Global_Impact_Investing_Network
Largest Canadian pension funds
"Home". Ontario Teachers' Pension Plan. Retrieved 2025-06-30. "Investment Performance Report | Mid-Year 2026" (PDF). AIMCo. 2026-06-30. Retrieved 2026-09-15
Maple_Eight
Financial transaction and a type of debtor finance
reducing the size of its cash balances, more money is made available for investment in the firm's growth. Debt factoring is also used as a financial instrument
Factoring_(finance)
Investors who invest professionally and as their main occupation in the stock market
communicating investment performance, as well as important changes to the investment process, investment team, etc. Institutional investment consultants
Institutional_investor
22 July 2018. Retrieved 20 February 2018. Ekster, Gene. "Driving Investment Performance with Alternative Data" (PDF). Integrity Research. Retrieved 21 February
Investment Data Standards Organization
Investment_Data_Standards_Organization
occurs when a mutual fund's actual and declared investment style differs. A mutual fund’s declared investment style can be found in the fund prospectus which
Style_drift
Investment strategy
implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according
Asset_allocation
Process of selecting a portfolio
While ignoring higher moments of the return can lead to significant over-investment in risky securities, especially when volatility is high, the optimization
Portfolio_optimization
circumstances change (e.g., salary, RRSP and RCA investment performance). An RCA can be funded using various investments including securities, mutual funds, and
Retirement compensation arrangements
Retirement_compensation_arrangements
taking into account the psychological impact of investment performances. The V2 ratio over-penalizes investments for which the investors had to go through bad
V2_ratio
Study of finance of an enterprise
topics within a company. Those are as follow: Investment decisions - Regarding the long and short term investment decisions. For example: the most appropriate
Strategic financial management
Strategic_financial_management
Professional credential offered by the CFA Institute
US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals. The program teaches
Chartered_Financial_Analyst
City and entertainment megaproject in Riyadh Province, Saudi Arabia
tourism and entertainment spending. The project is supported by the Public Investment Fund and was envisioned as a large-scale entertainment, sports, and cultural
Qiddiya_City
Income saved for later use
putting money in, for example, a savings account, a pension account, an investment fund, or kept as cash. In terms of personal finance, saving generally
Saving
Sovereign wealth fund of Alberta, Canada
billion in AUM by February 2018 and continuing to expand. AIMCo's investment performance has varied over the years, with annual returns ranging from 2.3%
AIMCo
Investment Week is an investments magazine that covers news, fund performance and sector analysis for investment professionals. The magazine was started
Investment_Week
Financial service providing capital-raising and advisory functions
Investment banking is an advisory-based financial service primarily for corporations, governments, and institutional investors. Traditionally associated
Investment_banking
American global provider of financial services
Eagle provides portfolio management, data management, investment accounting and performance measurement software to financial institutions. The company
Eagle_Investment_Systems
Swedish electric car brand
manufacturer that produces electric cars. Principally owned by Li Shufu's PSD Investment, Geely Holding and Volvo Cars, the company is headquartered in Torslanda
Polestar
Pension fund for Ohio public school teachers
announced losses of $3 billion from investments in fiscal year 2022, a move by STRS to grant its investment staff performance-based incentives totaling $10
STRS_Ohio
Measurement that evaluates the success of an organization
A performance indicator or key performance indicator (KPI) is a type of performance measurement used to evaluate the success of an organization, activity
Performance_indicator
Framework for corporate funding, capital structure, and investments
about which value-adding projects should receive investment funding, and whether to finance that investment with equity or debt capital. Working capital management
Corporate_finance
Public pension fund in South Korea
other institutional investors. Despite the fund's large size, its investment performance has faced criticism. In 2012, the NPS reported an operating return
National_Pension_Service
Mathematical framework for investment risk
The volatility gives insight into the risk which is associated with the investment. The higher the volatility, the higher the risk. In general: Expected
Modern_portfolio_theory
American financial services company
advisors utilize Morningstar's investment research and other tools to identify and select investments, monitor investment performance, and inform how they communicate
Morningstar,_Inc.
Budgeting and expenses
products (health insurance, disability insurance, life insurance, etc.), and investment products (bonds, stocks, real estate, etc.), as well as participation
Personal_finance
Sovereign wealth fund from the United Arab Emirates
The Investment Corporation of Dubai (Arabic: مؤسسة دبي للاستثمارات الحكومية, ICD) is the principal investment arm of the Government of Dubai in the United
Investment Corporation of Dubai
Investment_Corporation_of_Dubai
American venture capital firm
its founders and limited partners, as their profits are driven by investment performance as opposed to management fees. The collective decision-making structure
Benchmark (venture capital firm)
Benchmark_(venture_capital_firm)
Chairman and Founder of Navellier & Associates in Reno, Nevada
Associates, Inc. performed GIPS (Global Investment Performance Standards) accounting for the F2’s sub-advisor’s performance, which was audited, certified, and
Louis_Navellier
Loan secured using real estate
their own business premises, residential property let to tenants, or an investment portfolio). The lender will typically be a financial institution, such
Mortgage
Purchase of company by existing managers
its return, with debt being less risky but less profitable than capital investment.[citation needed] Although the management may not have resources to buy
Management_buyout
Public university in Seattle, Washington, US
University of Washington Quarterly Investment Performance Report (PDF) (Report). University of Washington Investment Management Company. September 30,
University_of_Washington
Professionally managed investment fund
A mutual fund is an investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada
Mutual_fund
Pension scheme for UK academic and related staff
continued to identify deficits based on weak prospects of future investment performance leading to further negotiations, industrial action, and, eventually
Universities Superannuation Scheme
Universities_Superannuation_Scheme
Investment benchmark
Commodity Index) serves as a benchmark for investment in the commodity markets and as a measure of commodity performance over time. It is a tradable index that
S&P_GSCI
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