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Performance Monitoring

Learn how to effectively monitor and analyze your PMF's performance to make informed management decisions.

Key Performance Metrics​

Return Metrics​

  • Total return and annualized return
  • Risk-adjusted returns (Sharpe ratio)
  • Benchmark comparison
  • Rolling performance windows

Risk Metrics​

  • Maximum drawdown
  • Volatility and standard deviation
  • Value at Risk (VaR)
  • Beta and correlation analysis

Monitoring Tools​

Dashboard Analytics​

  • Real-time portfolio value tracking
  • Position-level performance analysis
  • Risk exposure monitoring
  • Historical performance charts

Reporting Features​

  • Automated performance reports
  • Investor communication tools
  • Compliance and audit trails
  • Tax reporting assistance

Performance Analysis​

Attribution Analysis​

  • Identify sources of returns
  • Analyze contribution by market category
  • Evaluate timing and selection effects
  • Compare to benchmark performance

Risk Analysis​

  • Monitor portfolio risk levels
  • Identify concentration risks
  • Analyze correlation patterns
  • Stress test under different scenarios

Continuous Improvement​

Strategy Refinement​

  • Learn from both successes and failures
  • Adjust strategies based on performance data
  • Optimize allocation and risk management
  • Stay updated on market developments

Investor Communication​

  • Provide regular performance updates
  • Explain strategy decisions and changes
  • Maintain transparency in reporting
  • Address investor questions and concerns

Next Steps​