What Are Money-Weighted Rates Of Return? – ValueWalk Premium
Money-Weighted Rates

What Are Money-Weighted Rates Of Return?

Over the last few months, you may have heard reference to “CRM2,” a set of regulations meant to enhance transparency in the investment industry by mandating investment management firms, dealers and advisors to provide clear reporting to their clients related to fees and performance, among other topics.

We welcome the push for transparency across the industry, and Burgundy’s reporting already meets most of the CRM2 requirements. The new piece for you, as a Burgundy client, deals with an alternate method of calculating your portfolio’s performance. Burgundy has historically used a time-weighted rate of return to measure performance . . .


This content is exclusively for paying members.

If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.

Saved Articles