Why Non-Financial Metrics Are Key for Measuring Portfolio Performance

Many funds mistakenly assess their portfolio's solely by financial metrics. Moneyball, the bestseller by Michael Lewis, describes how Oakland Athletics [...]
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Why Non-Financial Metrics Are Key for Measuring Portfolio Performance

Many funds mistakenly assess their portfolio's solely by financial metrics. Moneyball, the bestseller by Michael Lewis, describes how Oakland Athletics used carefully chosen statistics to build a winning baseball team on the cheap. The book was published over a decade ago and its business implications have been thoroughly dissected. Still, the key [...]
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Why Limited Partners Need an Automated Portfolio Management System

The Foundation of a Modern Fund's Operations. Doing things better and making jobs easier usually means finding ways to create order out of chaos. That’s likely what Mary Shelly, author of the 1831 classic Frankenstein, meant when she wrote, “Invention, it must be humbly admitted, does not consist in creating out of void, but out of chaos.”
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How to Create a Portfolio Monitoring Dashboard in Four Simple Steps

Present Data Visually for Immediate Insight into Your Portfolio. The hallmark of a powerful portfolio monitoring dashboard is the ability to see and understand the data immediately. A well thought out dashboard will allow you to ask and answer questions in real-time, spot trends in your portfolio, and when used effectively, increase ROI.
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