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Bridge over ocean
1 May 2011 Financial Analysts Journal Volume 67, Issue 3

Practitioner Portfolio Construction and Performance Measurement: Evidence from Europe

  1. Noël Amenc
  2. Felix Goltz
  3. Abraham Lioui

Responses to a survey of investment management practitioners in Europe show that
most practitioners are aware of key academic concepts in portfolio construction.
But they still resort to ad hoc heuristics when they construct
portfolios. Consideration of risk–return matters is less common in
performance evaluation than in portfolio construction. An economically
significant firm-size effect plays a role in the use of sophisticated (versus
unsophisticated) portfolio construction but not in performance measurement.

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