Timing is everything: Performance Cash Flow Timing
In my last post regarding Investment Performance Measurement on a Single Position and Aggregations I got a comment by Carl …
Asset Management
Investment Reporting & Controlling
Die BICon hat in den vergangenen 15 Jahren verschiedene Lösungen im Bereich Investment Reporting & Controlling konzipiert und auf verschiedenen …
Investment Performance Measurement on a Single Position and Aggregations
In the past two decades I have been working on numerous projects in the investment performance measurement field. They included …
Read moreInvestment Performance Measurement on a Single Position and Aggregations
Digital Wealth Management 2.0 Building Blocks
A lot has been written about robo advisors like betterment.com, wealthfront.com etc. (An overview of US robo advisors can be …
New way of Brinson Style Performance Attribution
Measuring active investment decisions: On a portfolio level the TWR (time weighted return) is taken as the performance percentage figure …
Asset Allocation Modeler (AAM)
Die BICon realisierte ein Tool, um mit dem Kunden seine individuelle Asset Allokation zu modellieren. Daraus kann dann ein Anlagevorschlag …