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Investments 4/c/e
Investments, 4th Canadian Edition, 4/e
Zvi Bodie, Boston University School of Management
Alex Kane, University of California, San Diego
Alan Marcus, Boston College
Stylianos Perrakis, Concordia University
Peter Ryan, University of Ottawa

Active Management and Performance Measurement

Web Links

Prepared by William Lim, University of New Brunswick.
Seven Quantitative Insights into Active Management (A Summary): Barra
(http://www.barra.com/Newsletter/nl167/SevInssum167.asp)

A summary of the seven quantitative insights into active portfolio management.
Seven Quantitative Insights into Active Management (Part 1 of 7): Barra
(http://www.barra.com/Newsletter/NL161/SevQInsNL161.asp)

The details on the first of seven quantitative insights into active portfolio management.
Benchmarking Not A Good Measure of Pay for Fund Managers: Stanford Graduate School of Bus...
(http://www-gsb.stanford.edu/research/faculty/news_releases/admati.anat/bench.html)

Stanford Graduate School of Business News Releases: An article analyzing how managers of active funds are rewarded for their performance.
Benchmarks and Performance Evaluation: Investor Home
(http://investorhome.com/bench.htm)

Benchmarks are used to determine relative performance of portfolios and securities. They are particularly useful in evaluating mutual funds and money managers.
Benchmarks and Performance Evaluation: Morningstar
(http://www.morningstar.com/)

One of the many services that track and analyze U.S. mutual fund performance.
Benchmarks and Performance Evaluation: Lipper Analytical Services
(http://www.lipperweb.com/)

One of the many services that track and analyze U.S. mutual fund performance.
The Sharpe Ratio: Stanford University
(http://www.stanford.edu/~wfsharpe/art/sr/sr.htm)

Article by William F. Sharpe, Stanford University, Reprinted from The Journal of Portfolio Management, Fall 1994
Performance Evaluation - Mutual Funds: TheStreet.com
(http://www.thestreet.com/basics/schoolhouse/31848.html)

Which Mutual Fund Risk Measures Really Matter By Brenda Buttner. Special To TheStreet.com 7/20/98 12:59 PM ET
Evaluating Portfolios: Investor Home
(http://investorhome.com/fools.htm)

The Motley Fool is one of the most popular online forums and investment oriented web sites for individual investors. This web site discusses portfolio performance evaluation.
Morningstar Canada: Morningstar Canada
(http://www.morningstar.ca/)

Morningstar is a mutual fund rating company and this site provides information and ratings on Canadian mutual funds




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