Research and analysis

Metrics and models used to assess company and investment performance

Independent research into the way long-term investors measure the performance of companies and investment funds. BIS research paper 190.



This research was commissioned by Department for Business, Innovation and Skills (BIS) as part of the follow up to the Kay review of equity markets. It looks at the ‘metrics’ and ‘models’ used by investors to measure the performance or companies and investment funds, and suggests ways to concentrate on long-term returns for investors.

Limiting the rights of short-term shareholders during takeover bids: practical and legal issues - roundtable discussion

Kay review of UK equity markets and long-term decision making: implementation progress report

Published 27 October 2014