Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...

Benchmarking is a way of evaluating performance metrics in a given organization by comparing them to similar performances in one or more (usually external) sources – these may be competing ...

Learn what active risk is and how to calculate it. Understand the methods to evaluate active risk in portfolios and explore examples of funds outperforming benchmarks.

Measuring portfolio performance involves monitoring and analyzing returns, allocation, risk, and other elements. There are several metrics that an investor may choose from to gauge the progress of ...