With the third quarter in the books and client account statements in the email, now is a good time for financial advisors to think about how they are communicating performance. If you are an advisor, ...

Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk. CAGR is ...

When a manager can accurately measure his organization's performance, he is able to identify deficiencies in the organization and correct them. When the deficiencies are dealt with efficiently, then ...

A picture may be worth a thousand words but a performance graph can be misleading, warns Robert Keavney. He points out ways fund managers and others can create an artificial impression of investment ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Thomas J Catalano is a CFP and Registered Investment Adviser with ...

Everyone has been proclaiming video as the crown jewel of marketing for more than a decade now, and its power only seems to increase with time. A whopping 91% of businesses used video as a marketing ...

Please provide your email address to receive an email when new articles are posted on . ACP only supported four of 14 performance measures for diabetes, including HbA1c control. ACP also created a ...