Finance:Investment performance
From HandWiki
Investment performance is the return on an investment portfolio,[1] which can contain a single asset or multiple assets.
Types
Single asset
A single-asset investor will only hold one kind of stock, unlike multiple asset investors. The single-investor fund structure often is investor run. Single-investor funds often are requested, or even required, by investors seeking a kind of structure.[2]
Multiple asset
Multi-asset class investments increase the diversification of an overall portfolio by having multiple investments throughout different classes, reducing risks like volatility. A multi-asset class investor might hold stocks, bonds, cash, and real property.[3]
See also
- Absolute investment performance
- Absolute return
- Financial risk management § Investment management
- Holding period return
- Modified Dietz Method
- Internal Rate of Return
- Rate of return
- Relative return
- Risk-adjusted return on capital
- Simple Dietz Method
References
- ↑ Stash, Team (Apr 4, 2018). "What is Investment Performance?". https://www.stash.com/learn/what-is-investment-performance/.
- ↑ Overbaugh, Eileen; Esser, Brittany (2021). "The Challenges of Managing a Customized Fund Structure: What Fund Managers Should Know about Single-Asset and Single-Investor Funds". https://www.lowenstein.com/media/6632/the-challenges-of-managing-a-customized-fund-structure-what-fund-managers-should-know-about-single-asset-final.pdf.
- ↑ Chen, James; Scott, Gordon (August 17, 2020). "Multi-Asset Class: Definition, Fund Types, Benefits" (in en). https://www.investopedia.com/terms/m/multiasset_class.asp.
Further reading
Bruce J. Feibel. Investment Performance Measurement. New York: Wiley, 2003. ISBN 0-471-26849-6
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