- July 6, 2020An Excel example for Dr. Andre Mirabelli's explanation of the limitations of Elementary Brinson Attribution.
- July 6, 2020Read Dr. Andre Mirabelli's explanation of the limitations of Elementary Brinson Attribution. An Excel example can be found above.
- June 22, 2020When using a Dietz calculation for the returns of traded components of a portfolio on a single day, do all…
- June 22, 2020Read about our Hybrid Dietz functionality explained by Dr. Andre Mirabelli.
- June 15, 2020Opturo provides the best of breed analysis of the impact of each of the actual decisions that created investment results.
- June 8, 2020When there are flows into or out of a portfolio, can fees that are paid at the end of a…
- June 1, 2020Read how if your system doesn't use enough significant figures, it will produce incorrect results.
- May 11, 2020Should the gross portfolio return reported for day t depend on the amount of fee accrued to day t-1 when…
- April 23, 2020Read how Opturo's proprietary IRR engine fixes the issues found in traditional IRR calculations like Excel's XIRR function.
- April 23, 2020Download the Excel spreadsheet that illustrates the issues with Excel's XIRR.