McKinley Investment Management

Definition

McKinley Investment Management is a firm specializing in the management of investment portfolios for institutions and high-net-worth individuals. It focuses on delivering customized investment solutions based on rigorous performance measurement and analysis.

5 Must Know Facts For Your Next Test

1. McKinley Investment Management employs a disciplined, research-driven approach to portfolio construction.
2. The firm emphasizes risk-adjusted returns to ensure clients achieve optimal performance relative to their risk tolerance.
3. Performance measurement at McKinley includes assessing both absolute and relative returns compared to benchmarks.
4. Client portfolios are regularly reviewed and adjusted based on market conditions and individual objectives.
5. McKinley uses advanced analytics tools to measure the effectiveness of its investment strategies.

Review Questions

• What approach does McKinley Investment Management use for portfolio construction?
• How does McKinley ensure that client portfolios meet their risk tolerance?
• What types of returns are evaluated in McKinley's performance measurement?

Related terms

Portfolio Construction: The process of selecting a mix of asset classes and individual securities to achieve an investor's goals.

Risk-Adjusted Return: A measure of how much return an investment generates relative to the amount of risk taken.

Benchmarking: Comparing the performance of an investment portfolio against a standard index or benchmark.