Joe Marsh

Joe Marsh is senior manager, performance reporting, at Commonwealth Financial Network®, member FINRA/SIPC, nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since January 2006, Joe oversees the transactional side of the Data Integrity team and manages the production of the quarterly reports for our fee-based asset management platform, Preferred Portfolio Services®. He is a CFA® charterholder and holds FINRA Series 7 and 63 securities registrations. Joe graduated from Boston College with degrees in finance and economics.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Measuring Portfolio Performance: TWR Vs. IRR

Measuring Portfolio Performance: TWR Vs. IRR

Posted by Joe Marsh

September 19, 2017 at 10:00 AM

Here at Commonwealth, our Data Integrity team maintains and reconciles all of the data that appears on our Client360°®, Practice360°®, and Investor360°® platforms. These systems allow our affiliated advisors and their clients to manage many aspects of their overall financial picture.

But with all this data at their fingertips, many advisors still struggle with the best way to measure portfolio performance. Specifically, they often ask us about the difference between time-weighted return (TWR) and internal rate of return (IRR), also known as dollar-weighted return, and which option might be better to use.

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Topics: Asset Management & Investing

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