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Investment Performance Measurement: A Complete Guide for Financial Professionals
Master the Art of Measuring Investment Success
In the world of asset management and portfolio analysis, understanding how performance is measured is just as important as what the results are. Investment Performance Measurement by Bruce J. Feibel, CFA is the definitive resource for professionals who want to accurately evaluate returns, assess risks, and determine investment manager skill with precision and confidence.
This book is more than a reference—it’s a complete guide for mastering the science of measuring risk-adjusted returns, attribution, and performance presentation in compliance with global standards like GIPS and AIMR.
What You Will Learn
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The fundamental methods of return calculation: time-weighted, money-weighted, and multi-period returns
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How to adjust returns for fees, taxes, and currency effects
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Tools to measure absolute, downside, and relative risk
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Techniques to calculate risk-adjusted performance such as Sharpe ratio, Sortino ratio, and information ratio
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Attribution analysis: isolating manager decisions and strategy-specific contributions
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GIPS-compliant performance presentation and reporting
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How to detect true manager skill versus market luck
With fully worked examples, formulas, and real-world applications, this book provides both the conceptual foundation and the practical skills needed for financial professionals, analysts, portfolio managers, and students preparing for CFA or other investment certifications.
Why This Book Is Essential
Unlike typical investment books that dedicate only a chapter to performance measurement, this volume is dedicated entirely to the topic, covering it in unmatched depth and clarity. Whether you’re evaluating a mutual fund, hedge fund, or institutional portfolio, this book gives you the tools to make data-driven, accurate, and fair performance assessments.
“A must-have for anyone involved in portfolio evaluation or investment analysis. Feibel offers clarity on a complex subject.”—Investment Analyst Review
Who This Book Is For
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CFA candidates and students in finance or investment programs
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Portfolio managers looking to improve fund reporting and attribution
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Institutional investors and asset allocators evaluating fund performance
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Investment consultants and advisors ensuring compliance with global standards
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Anyone responsible for analyzing, interpreting, or presenting investment performance
About the Author
Bruce J. Feibel, CFA, is a recognized expert in performance measurement technology. He is Product Manager at Eagle Investment Systems, where he leads the development of solutions for investment performance, attribution, and GIPS compliance. Prior to Eagle, he was a principal at State Street Global Advisors. Feibel holds a BS in Accounting from the University of Florida and is the co-author of Complying with the Global Investment Performance Standards (GIPS).
Build Your Competitive Edge in Portfolio Evaluation
Whether you’re working in asset management, advisory, or compliance, Investment Performance Measurement is the one book that gives you a complete toolkit for evaluating performance like a professional.
Get your copy today—and start measuring success with precision.
