Avoiding Survivorship Bias in Performance Marketing
Excerpt: Avoid survivorship bias to optimize marketing ROI effectively. Meta Description: Learn how avoiding survivorship bias in performance marketing leads to more accurate data analysis and better campaign decisions for sustained growth.
How to Evaluate Worst-Case Periods and Maximum Drawdown
Excerpt: Analyzing worst-case periods and maximum drawdown ensures robust risk management. Meta Description: Discover effective methods to evaluate worst-case periods and maximum drawdown for enhanced portfolio risk assessment and strategic decision-making.
What a Standardized Performance Factsheet Should Include
**Excerpt:** Key elements for an effective standardized performance factsheet. **Meta Description:** Explore essential components of a standardized performance factsheet to ensure clarity, consistency, and actionable insights for stakeholders.
Instrument Disclosure: Why “What You Trade” Matters in Due Diligence
**Excerpt:** Instrument disclosure is crucial for informed due diligence. **Meta Description:** Explore why transparent instrument disclosure is essential in due diligence, ensuring accurate risk assessment and informed trading decisions in 2025-2030.
Sharpe, Sortino, and Calmar: Which Metrics Matter Most and Why
Excerpt: Sharpe, Sortino, and Calmar ratios: key insights for investors. Meta Description: Explore how Sharpe, Sortino, and Calmar ratios measure risk and returns, helping investors make informed decisions from 2025 to 2030.
Position Sizing Disclosure: The Missing Piece in Many Track Records
Excerpt: Position sizing disclosure is crucial yet often overlooked in performance records. Meta Description: Explore why position sizing disclosure is vital for transparent track records and how its absence can mislead investors evaluating strategy performance.
Benchmarking Strategy Performance: Choosing the Right Comparator
**Excerpt:** Selecting the optimal benchmark is crucial for accurate strategy evaluation. **Meta Description:** Explore key criteria for choosing the right comparator to benchmark strategy performance effectively, ensuring insightful and actionable evaluations.
Time-Weighted vs. Money-Weighted Returns in Managed Accounts
Excerpt: Comparing time-weighted and money-weighted returns in managed accounts reveals key insights for performance evaluation. Meta description: Explore the differences between time-weighted and money-weighted returns in managed accounts, highlighting their impact on assessing investment performance.
How to Validate Performance Across Multiple Account Sizes
Excerpt: Validating performance across varying account sizes ensures consistent, reliable results for diverse client portfolios. Meta Description: Explore strategies to accurately validate performance across multiple account sizes, ensuring reliable and consistent results for diverse portfolios.
Small Account Edge vs. Institutional Reality: Capacity Due Diligence
Excerpt: Small account agility contrasts sharply with institutional scale challenges. Meta Description: Explore how capacity due diligence reveals the stark differences between small account advantages and institutional realities in trading strategies.
Common Marketing Tactics That Inflate Performance Perception
Excerpt: Common marketing tactics often exaggerate true performance metrics. Meta description: Explore common marketing strategies that inflate perceived success, revealing how businesses may mislead stakeholders about actual performance outcomes.
What “Audited Performance” Actually Means (and What It Doesn’t)
Excerpt: Understanding what “audited performance” truly signifies—and its limitations. Meta description: Explore the true meaning of “audited performance,” its scope, benefits, and common misconceptions in financial and operational reporting.