Investor behavior often shapes results more than markets themselves. DALBAR data reveal how emotion, volatility, and timing ...

Discover how the Modified Dietz Method measures investment returns, factoring in cash flow timing and excluding skewing ...

As we begin the new year, many of us take stock of our financial situation. Public pension systems should as well. Retired ...

Being under the illusion that you are earning a high rate of return when your true return is sub-par often leads to overconfidence, which is a performance killer. Money-weighted returns (also called ...