Which Return is Right for You? TWR vs MWR: Management Overview

There are two primary portfolio return measures available to investors to better evaluate investment success. This paper explains the use of time-weighted and money-weighted returns. Several factors are considered when selecting the appropriate return measure.

In this white paper, you’ll find out:

  • Why you should measure performance
  • Two primary measures of performance
  • What or who is being measured

 

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.

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