When it comes to evaluating investment performance, investors and financial professionals rely on various metrics to gain insights into the effectiveness of their strategies. One such crucial measure ...

Discover how the Modified Dietz Method measures investment returns, factoring in cash flow timing and excluding skewing ...

One of the most common misconceptions I see from new investors is assuming cash-on-cash return (CoC) and internal rate of return (IRR) are interchangeable. They’re not and understanding the difference ...

Waterfalls in private equity and venture capital dictate how investment returns are distributed among stakeholders. These structures determine who gets paid, in what order, and under what conditions.

Measuring returns is essential for evaluating the success or failure of an investment program. At first glance, this seems like a straightforward exercise. However, return measurement becomes ...

Carried Interest refers to the fund manager’s incentive interest in an alternative investment fund, typically contingent on meeting key performance benchmarks. When gifting a percentage of their carry ...

We estimate the average dollar invested in US mutual funds and exchange-traded funds earned 7.0% per year over the decade ended Dec. 31, 2024. That estimate, which is akin to an internal rate of ...

Calculated at the end of 2025 for the past five years, the placements made by a contributor to Pillar II pension funds in Romania, earning the average wage each month, generated a real internal rate ...