Understanding Your Statements

 

Beginning in 2017, you will find that your fourth quarter statement, typically mailed out in January, includes two new sections. Overall, the addition of these new sections to your year-end statement aims 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.

Understanding Your Investment Performance Understanding Your Statements

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.