Tuesday, 25 October 2011

How are you measuring up with your investment return? (2)

Read? How are you measuring up with your investment return?

Will you be happy with CAGR or IXRR of 8% since 2008?

One woman doesn't seem to be happy with her CAGR of 8% since 2008.


Based on joint research by Pensions & Investments and Towers Watson on world's largest 500 Asset Managers at Year 2009

Their CAGR from 1999 to 2009 is as follows:

CAGR of 500 since 1999: 5.7%
CAGR of  top 20 since 1999: 7.2%





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