PureFacts Blog

White Paper: Performance Calculation for Business Teams

April 30, 2016

Performance calculation is one of the most relevant topics in the wealth management industry. The goal of the money manager is to attain the optimal return for the assets they manage. This whitepaper focuses on the many different performance calculations that go into evaluating securities, asset classes, accounts, portfolios or households performance over time.




  • PureFacts Fintech | Wealthtech