Understanding Your Statements

 

Beginning in 2017, you will receive two new annual reports reflecting the performance and cost of your investments. These reports will be for the January-December time-frame. Overall, these new reports aim to enhance your understanding of the overall performance of your investments as well as the cost and compensation related to your accounts. Click on the following video to find out more about what you can expect to see in these new reports.

Understanding Your Investment Performance

 

Understanding Your Investment Performance

The Difference Between Money Weighted Returns and Time Weighted Returns

This infographic provides a simple and easy way to explain the difference between money weighted returns and time weighted returns, to clients.

The Annual Performance Report that you will receive for the period ending December 31, 2016 will reflect returns calculated using the money-weighted calculation method.