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Evaluating money managers based on ability to outperform indexes and peers
Evaluating money managers based on ability to outperform indexes and peers
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机译：根据胜过指数和同行的能力评估资金经理
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摘要
Computer-based systems and method are disclosed for grading active money managers. The grading system attempts to identify active money managers with the ability to outperform relevant benchmark indexes and peer active money managers. This may be accomplished by using a point system for calendar years (or other time periods) that awards points based on the degree of difficulty for active money managers to outperform their relevant benchmark index during the calendar year for their investing style. The yearly point total are used to determine a baseline point total, and the money managers are award fractions of the baseline point total based on, for example, (i) how close the money manager's investments match constituents of the money manager's benchmark, and (ii) how close the money manager's return is to the benchmark for the money manager.
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