Movatterモバイル変換


[0]ホーム

URL:


Jump to content
WikipediaThe Free Encyclopedia
Search

Investment performance

From Wikipedia, the free encyclopedia

Investment performance is thereturn on aninvestment portfolio,[1] which can contain a single asset or multiple assets.

Types

[edit]

Single asset

[edit]

A single-asset investor will only hold one kind of stock, unlike multiple asset investors. The single-investor fund structure often is investor run. Single-investor funds often are requested, or even required, by investors seeking a kind of structure.[2]

Multiple asset

[edit]

Multi-asset class investments increase thediversification of an overall portfolio by having multiple investments throughout different classes, reducing risks likevolatility. A multi-asset class investor might hold stocks,bonds, cash, andreal property.[3]

See also

[edit]

References

[edit]
  1. ^Stash, Team (Apr 4, 2018)."What is Investment Performance?".www.stash.com. Retrieved2025-07-13.
  2. ^Overbaugh, Eileen; Esser, Brittany (2021)."The Challenges of Managing a Customized Fund Structure: What Fund Managers Should Know about Single-Asset and Single-Investor Funds"(PDF).lowenstein.com. RetrievedJuly 13, 2025.
  3. ^Chen, James; Scott, Gordon (August 17, 2020)."Multi-Asset Class: Definition, Fund Types, Benefits".Investopedia. Retrieved2025-07-13.

Further reading

[edit]

Bruce J. Feibel. Investment Performance Measurement. New York: Wiley, 2003.ISBN 0-471-26849-6

Retrieved from "https://en.wikipedia.org/w/index.php?title=Investment_performance&oldid=1324634086"
Category:

[8]ページ先頭

©2009-2026 Movatter.jp