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
- Fundamental Equity Research
Gain a comprehensive view of global themes, industries, and companies. - 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. - Public Policy Research
Identify opportunity and risks driven by public policy. - Technical Research
Giving you confidence to navigate any market cycle. - Legal Research
Real-time insights on legal themes, cases, and regulatory events.
- Fundamental Equity Research
- 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
- Research Type
- Solutions
- Research Type
- Fundamental Equity ResearchGain a comprehensive view of global themes, industries, and companies.
- 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.
- Public Policy ResearchIdentify opportunity and risks driven by public policy.
- Technical ResearchGiving you confidence to navigate any market cycle.
- Legal ResearchReal-time insights on legal themes, cases, and regulatory events.
- Fundamental Equity Research
- 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
- Research Type