Research and analysis

Metrics and models used to assess company and investment performance

Independent research into the way long-term investors measure the performance of companies and investment funds. BIS research paper 190.

• From: Department for Business, Innovation & Skills
• Published: 27 October 2014

Documents

Metrics and models used to assess company and investment performance

Ref: BIS/14/1158

674 KB

Data for figure 1: number of mutual funds per region/country

MS Excel Spreadsheet, 13.5 KB

Details

This research was commissioned by Department for Business, Innovation and Skills (BIS) as part of the follow up to the Kay review of equity markets. It looks at the ‘metrics’ and ‘models’ used by investors to measure the performance or companies and investment funds, and suggests ways to concentrate on long-term returns for investors.

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Published 27 October 2014