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 ...

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, ...

These days, foundations, evaluators, and consultants are spending a lot of time advocating new ways to measure progress and deal with “emergence” when working on complex, systems-change initiatives.

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?” Processing Content Before answering, it ...

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 ...

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, ...

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 ...

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 ...