Common Themes:  “Dietz-Style Equations”

Common Themes: “Dietz-Style Equations”

For today’s post, I’d like to review some of the “Dietz-style” formulae we use to calculate true time-weighted return and estimated time-weighted return.  I’ve never actually seen the formulae presented this way, but hopefully doing...
List of Formulae – Principles Level

List of Formulae – Principles Level

I am teaching The Spaulding Group’s prep class for the CIPM Principles and Expert level exams this week in Chicago, and it became apparent to me that most of the students in the class were not aware that CFA Institute has a “List of Formulas”...

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