CFA Institute Pubs

Performance Attribution of US Institutional Investors


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The author studies the investment performance of all types of institutional investors in the United States from 1981 to 2002. The results indicate that institutional investors in general have been successful in managing client money. Institutional investors have added significant value by generating excess returns after controlling for underlying portfolio risk factors. Most of the returns generated can be attributed to the investment style choice, but institutional investors also displayed significant stock selection skills during the period.
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