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Investable Methodology


Our Methodology

Investable calculates an aggregate return using the average return of a member's investment ideas over a given period.


Methodology Principles and Assumptions


  • At any one time the size of a member's investment ideas are equally weighted
  • The size of the investment is irrelevant
  • Operates using "percentage rates of return" and not "market or portfolio dollar values"
  • Investment returns are "scale free" (applies "constant-returns-to-scale")
  • Exhibits "time-weighted rates of return"

Reasons for Methodology


  • We believe average returns convey more insight into value creation ("excess return" or "alpha" generation)
  • We believe average returns compensate more effectively for outliers
  • We believe average returns are easier to compare across multiple observations
  • We believe applying average returns is more efficient for members than complete portfolio tracking
  • We believe that "security selection" is easy to replicate and "portfolio sizing" is not
  • We believe the "investment decision" is more important than the "sizing decision"
  • We believe the investment sizing decision ultimately resides with the end investor
  • We believe that performance metrics based on average returns are more useful to all financial market participants