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业绩归因分析 是什么?

业绩归因分析 The analytical process of determining the sources of a portfolio’s returns relative to a benchmark, decomposing performance into allocation, selection, and interaction effects.

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “业绩归因分析” Used in Practice?

业绩归因分析帮助了解收益来源。

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

业绩归因分析 是什么?

The analytical process of determining the sources of a portfolio’s returns relative to a benchmark, decomposing performance into allocation, selection, and interaction effects.

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