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Performance measurement

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  • Two Types of Factors: A Return Decomposition for Factor Portfolios
    Joseph Kushner
    The Journal of Portfolio Management July 2017, 43 (4) 17-32; DOI: https://doi.org/10.3905/jpm.2017.43.4.017
  • IPOs: The Third Year On
    Jessica West, Giovanni Fernandez and K.C. Ma
    The Journal of Portfolio Management July 2017, 43 (4) 137-151; DOI: https://doi.org/10.3905/jpm.2017.43.4.137
  • Improving Investment Operations through Data Science: A Case Study of Innovation in Valuation
    Arthur Guimarães, Ashby Monk and Sidney Porter
    The Journal of Portfolio Management October 2018, 45 (1) 125-140; DOI: https://doi.org/10.3905/jpm.2018.1.083
  • The Covariance Matrix between Real Assets
    Marielle de Jong
    The Journal of Portfolio Management October 2018, 45 (1) 85-95; DOI: https://doi.org/10.3905/jpm.2018.45.1.085
  • The Folly of Hiring Winners and Firing Losers
    Rob Arnott, Vitali Kalesnik and Lillian Wu
    The Journal of Portfolio Management October 2018, 45 (1) 71-84; DOI: https://doi.org/10.3905/jpm.2018.45.1.071
  • Tax Optimization of Municipal Bond Portfolios: Investment Selection and Tax Rate Arbitrage
    Andrew Kalotay
    The Journal of Portfolio Management October 2018, 45 (1) 118-124; DOI: https://doi.org/10.3905/jpm.2018.45.1.118
  • Socially Responsible Investing Strategies under Pressure: Evidence from the COVID-19 Crisis
    Gunther Capelle-Blancard, Adrien Desroziers and Olivier David Zerbib
    The Journal of Portfolio Management September 2021, 47 (9) 178-197; DOI: https://doi.org/10.3905/jpm.2021.1.288
  • Investment Management Post Pandemic, Post Global Warming, Post Resource Depletion
    Frank J. Fabozzi, Sergio Focardi and Zenu Sharma
    The Journal of Portfolio Management September 2021, 47 (9) 141-158; DOI: https://doi.org/10.3905/jpm.2021.1.280
  • Optimal Allocation to Time-Series and Cross-Sectional Momentum
    Olivier Schmid and Patrick Wirth
    The Journal of Portfolio Management February 2021, 47 (4) 160-179; DOI: https://doi.org/10.3905/jpm.2021.1.213
  • Forecasting Long-Horizon Volatility for Strategic Asset Allocation
    Mirko Cardinale, Narayan Y. Naik and Varun Sharma
    The Journal of Portfolio Management February 2021, 47 (4) 83-98; DOI: https://doi.org/10.3905/jpm.2021.1.212

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