ANNUAL RETURN
Annual return is the return that an investment provides over a period, expressed as a time-weighted annual percentage. i.e. dividends, returns of capital and capital appreciation.
- Solutions
- Research Type
- ETF Data & Analytics
The data and analytics you need to navigate the ETF universe. - ETF & Mutual Fund Research
A forward focused, holistic approach to fund insights. - Forensic Accounting Research
Understand implications of public company financial reporting. - Fundamental Equity Research
Gain a comprehensive view of global themes, industries, and companies. - Public Policy & Legal Research
Identify opportunity and risk driven by public policy and the courts. - Technical Research
Giving you confidence to navigate any market cycle.
- ETF Data & Analytics
- Research Type
- Who We Serve
- Client Type
- Wealth Management
Full-service Broker-Dealers, Online Broker-Dealers, Wealth Management Firms, Private Banks, RIAs - Institutional Investors
Hedge Funds, Asset Managers, Pension Funds, Sovereign Wealth Funds, Private Equity, Family Offices - Financial Advisors
Financial Advisors, Relationship Managers, Wealth Managers - Individual Investors
Self-directed individual investors
- Wealth Management
- Client Type
- Solutions
- Research Type
- ETF Data & AnalyticsThe data and analytics you need to navigate the ETF universe.
- ETF & Mutual Fund ResearchA forward focused, holistic approach to fund insights.
- Forensic Accounting ResearchUnderstand implications of public company financial reporting.
- Fundamental Equity ResearchGain a comprehensive view of global themes, industries, and companies.
- Public Policy & Legal ResearchIdentify opportunity and risk driven by public policy and the courts.
- Technical ResearchGiving you confidence to navigate any market cycle.
- ETF Data & Analytics
- Research Type
- Who We Serve
- Client Type
- Wealth ManagementFull-service Broker-Dealers, Online Broker-Dealers, Wealth Management Firms, Private Banks, RIAs
- Institutional InvestorsHedge Funds, Asset Managers, Pension Funds, Sovereign Wealth Funds, Private Equity, Family Offices
- Financial AdvisorsFinancial Advisors, Relationship Managers, Wealth Managers
- Individual InvestorsSelf-directed individual investors
- Wealth Management
- Client Type