Learn how the down-market capture ratio evaluates investment manager performance in declining markets with formulas and examples to guide your financial decisions.

Measuring portfolio performance involves monitoring and analyzing returns, allocation, risk, and other elements. There are several metrics that an investor may choose from to gauge the progress of ...

Jason Fernando is a professional investor and writer who enjoys tackling and communicating complex business and financial problems. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor ...

Benchmarking is a way of evaluating performance metrics in a given organization by comparing them to similar performances in one or more (usually external) sources – these may be competing ...