Performance measurement and evaluation

Lehmann, B. & Timmermann, A. (2007). Performance measurement and evaluation. (Financial Markets Group Discussion Papers 604). Financial Markets Group, The London School of Economics and Political Science.
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We consider performance measurement and evaluation for managed funds. Similarities and differences−both in econometric practice and in interpretation of outcomes of empirical tests−between performance measurement and conventional asset pricing models are analyzed. We also discuss how inference on ‘skill’ is affected when fund managers have market timing information. Performance testing based on portfolio weights is also covered as is recent developments in Bayesian models of performance measurement that can accommodate errors in the benchmark asset pricing model.

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