Investment Performance Analysis

An Unbiased and Conflict-Free Analysis of Portfolio Investment Performance

 

If you are leaving a meeting with your investment advisor somewhat befuddled, you have lots of company. Even the most basic requirement to show your porfolio's rate of return is sometimes missing from advisor reports. If your portfolio is under-performing, it is sometimes not very clear why it is underperforming.

 

Some typical investor questions which we can help to answer include...

• How does my portfolio compare versus an unmanaged index?

• Am I adequately invested in the most dynamic market segments?

• Am I overweighted in under-performing sectors?

• What percent of the equities are up on the year?

• Is the timing of buys/sells congruent with stock market behavior?

• What are the the total fees I am paying?

 

Investment Performance Analysis, LLC can help you answer these questions. Give us a call, and we'll go right to work unravelling the mysteries of your portfolio. Our report is free of all conflicts of interest and will help you make an informed decision about your portfolio's future direction.

 

A factual analysis presented in an understandable format contains...

1. Calculation of portfolio rate of return

2. Comparision of investment performance vs. appropriate investment benchmarks

3. Industry group perfomance vs. S&P industry sector perfomance

4. Industry group weighting vs. S&P industry sector weighting

5. Calculation of rate of return of individual equity, mutual fund, and ETF positions

6. Analysis of the number and weighting of individual equity positions

7. Mutual fund/ETF expense/income ratios

8. Turnover analysis

9. Summary of investment manager fees

10. Quarterly reports also available