SPIVA Institutional Scorecard Year-End 2024 (S&P Dow Jones Indices)
In this report, S&P Dow Jones Indices add actively managed institutional accounts and separately managed…
Performance Analysis
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6 Key Takeaways from Examining 10 Years of Stock Performance by Sector (Morningstar Indexes)
Over longer periods, fashion typically gives way to fundamentals. Asset prices tend to converge with fair values.
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A Refinement to the Treynor Ratio (Journal of Asset Management)
The authors propose a refinement to the Treynor Ratio, as a key risk-adjusted measure of investment performance,…
Portfolio Performance During One Hundred Years of Bear Markets (Mutual Fund Observer)
The bear markets of the past one hundred years are a story that includes debt cycles, financial crises, inflation…
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