Great portfolio metrics guide behavior toward better outcomes. When designed thoughtfully, they create shared understanding across organizational levels and enable faster, more confident …

Discover some of the most critical portfolio metrics and why you should track them.

Jun 4, 2024 · In our data-driven age of project and portfolio management, having the right project portfolio management charts, dashboards, reports, and analytics are important for successfully …

Sep 9, 2023 · KPIs for a Portfolio Manager: are quantifiable metrics that help evaluate the performance, health, and strategic alignment of their portfolios

Apr 12, 2022 · Monitoring the health and evaluating the performance and risk measures of a portfolio is important for investors. Learn why and what key metrics one should evaluate.

Mar 21, 2025 · Explore the critical success factors, key metrics, and practical strategies for thriving in portfolio management. Learn about consistent performance, robust risk control, …

Jan 7, 2025 · Explore the most important metrics for portfolio managers, from Alpha to risk-adjusted returns, to achieve measurable outcomes and growth.

Factors to consider before selecting the metrics to measure. A detailed list of 35 metrics and KPIs that every PMO should have on its radar. How your performance measurement and evaluation …

Project portfolio metrics are high-level indicators used to measure how well your entire portfolio of projects is performing. Unlike project-level KPIs, which focus on individual timelines, budgets, …

Browse key metrics used in the Portfolio Backtesting and Optimization Tools, covering performance, risk, and benchmark comparisons to enhance your investment decisions.

Jun 11, 2025 · In this comprehensive guide, we explore the essential metrics that empower you to monitor growth, manage risk, and optimize decision-making across all market conditions. At …

These metrics assess how effectively your portfolio creates lasting value for customers, stakeholders, and the business itself. It examines customer satisfaction, retention rates, …

Mar 4, 2025 · Portfolio performance metrics are quantitative measures that assess the efficiency and effectiveness of an investment portfolio. These metrics serve as critical tools for portfolio …

Below, we break down the most critical metrics, their applications, and how they contribute to comprehensive fund evaluation. 1. Internal Rate of Return: Measuring Investment Efficiency.

May 16, 2025 · Learn more about these measurements and how to use them to evaluate portfolios. Portfolio performance measures are a key factor in the investment decision. Three …

Mar 6, 2024 · Discover essential Portfolio Performance Metrics used in investment management to evaluate risk, returns, diversification, and portfolio stability effectively.

Jul 19, 2025 · By applying the right portfolio metrics, investors can align their strategies with goals, manage risk, and celebrate genuine progress. Performance return metrics are the …

By understanding the components of a performance measurement framework, portfolio managers can establish clear performance objectives, select appropriate metrics, and conduct thorough …

Common KPIs include total return, portfolio volatility, and the Sharpe ratio. Understanding how to apply these metrics enables managers to make informed decisions, evaluate risk effectively, …

Apr 8, 2025 · For portfolio managers, metrics such as the Treynor Ratio and Information Ratio are of particular interest. The Treynor Ratio measures returns earned in excess of what could …

Oct 20, 2025 · Portfolio Management Why going beyond traditional risk metrics is key to successful Portfolio Management October 20, 2025 Rethinking risk management for a …

In this Refresher Reading, learn to describe the steps involved in the portfolio management process and its application to different types of investors and their unique characteristics. …