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The Future of Performance Evaluation

White Paper Published By: CFA Institute
CFA Institute
Published:  Oct 07, 2019
Type:  White Paper
Length:  20 pages

Performance evaluation is coming of age. Once a narrow, back office role focused solely on crunching returns, it has become ever more integrated into the DNA of investment firms. Both internally and externally, performance evaluation adds value, helping senior management make key judgement calls where the difference between the right solution and the wrong solution is the difference between growth or decline. The performance analyst of the future will provide valuable input into nearly every area of an investment firm.

Download this report to gain insights into the evolution of performance evaluation, what role machines will play, and how the role of the performance analyst will change in the future.



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