• Partnership Advisors and Asset Managers  

    Over the past decade or so, the asset management and advisory businesses have become far more challenging. The forces of creative destruction have been hard at work, calling into question both the value add and fees charged by investment professionals at all levels.


    Stay Sharpe! (By looking at Sortino)

    January 23, 2018
    Andrea Coleman, CAIA

    One common investment evaluation statistic is that of the well-known Sharpe ratio. This ratio measures an investment’s risk-adjusted return by taking the investment return less the risk-free rate and dividing that by its standard deviation. It is an important tool to help you decide if you are getting adequately compensated for the volatility you are assuming in the investment.