Reliably Actionable Investment Analysis Of Yourself

Written by the CFA Society NY's Performance & Risk Analytics Committee--Krista Harvey, CFA, CIPM , Andre Mirabelli, Ph.D.-- This paper is intended to help investment professionals by articulating common and acceptable industry practices as they relate to the calculation of timeweighted returns for a portfolio of investments on a net-of-fee basis...

🔍 Ever spent hours reconciling disparate datasets, only to end up with more questions than answers? At Opturo, we get it. That's why SAYS Platform™ now includes an enhanced Union / Vlookup feature—built for analysts and data professionals who need agility without sacrificing accuracy. Here's how one of our clients is using it: They manage…

Imagine trying to scale your data operations without knowing exactly what changed, when it changed, or why. For many firms, that's the daily reality—managing complex analytics workflows with limited transparency and version control. That's where ODIN's Configuration Control makes a difference. ODIN empowers teams to track every change in their configuration—from business logic to processing…