Attribution analysis evaluates a portfolio's performance, focusing on a manager's investment choices, style, and market timing. Known as return or performance attribution, it identifies the sources of ...

Active managers aim to build investment products with intentional style positions. But over time, drifting style exposures can lead to disappointing performance and higher-than-expected risk levels.

The benefits of a holdings-based style analysis fo... The benefits of a holdings-based style analysis for a portfolio What can March Madness teach us about the most effective approach to constructing ...