The most successful entrepreneurs are proactive, not reactive. Not only do they set strategic goals, but they also track their results using a variety of business performance measures. Also referred ...

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 ...

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 ...

Financial indicators of business performance allow you to compare different business types. You can define operating objectives for your company, but such objectives differ for companies in different ...

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 ...