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Chartered Investment Manager (CIM) Practice Exam · Question

What is the primary purpose of performance attribution in portfolio management?

Performance attribution aims to explain why a portfolio performed as it did by breaking down its total return into various sources, such as tactical asset alloc

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Question: What is the primary purpose of performance attribution in portfolio management?

Answer options: ✅ To decompose a portfolio's returns into component parts, such as asset allocation, sector selection, and security selection.

  • To determine the absolute return generated by the portfolio over a specific period.
  • To compare the portfolio's returns solely against a broad market index.
  • To calculate the total fees incurred by the client for portfolio management services.

Correct answer: To decompose a portfolio's returns into component parts, such as asset allocation, sector selection, and security selection.

Explanation: Performance attribution aims to explain why a portfolio performed as it did by breaking down its total return into various sources, such as tactical asset allocation decisions, specific sector bets, and the selection of individual securities.

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