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 ...

An effective performance management program provides a set of guidelines and standards that aim to achieve the employee performance goals of your organization. Performance management also strives to ...

As they say, you manage what you measure. Accordingly, an entire industry has developed around performance measurement and performance management. Popular tools include the Balanced Scorecard, ...

Performance goals and performance measures are terms used interchangeably; however, they can have very different meanings depending on the type of performance management system your organization uses, ...

Let’s say a client asks you, “What was the best-performing fund last year?” Or perhaps they want to know, “What was the performance of the S&P 500 last year?” Before answering, it would be best to ask ...

For a financial performance measure to be good, it should generally rise when good things happen and decline when bad things happen. And it should motivate high-quality decision-making. This may seem ...

After the scandal erupted over the creation by Wells Fargo employees of more than 2 million bogus bank accounts, for which customers were charged over $2.5 million in unwarranted fees, the bank's CEO ...

How does your company prepare and share fossil plant performance data? What data are important, and how much effort is required to collect and report the data? What are the most important statistics ...

An expert panel has published the first performance measures to identify remission and evaluate the effectiveness of lifestyle medicine treatments, which will allow more objective comparisons between ...