Over the past few weeks, we’ve introduced new resources to help advisors who manage accounts in either of ESI Illuminations advisor-as-portfolio manager (APM) programs. This week’s new resource focuses on calculating performance.
There are several means of calculating performance, each from a particular perspective. As such, when looking at performance numbers, you should understand the method of calculation used and what it reflects. For example, the ESI Illuminations platform allows you to easily track your accounts’ performance. But, in doing so, it’s important to know the ESI Illuminations platform reports performance using time-weighted rate of return as a measure of performance. For more information, view our new flyer, Measures of Performance (cat# 106144).
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