by admin | Jan 12, 2010 | Investment Performance Guy, News
Recall the scene from The Jerk,when Navin R. Johnson (Steve Martin) discovers he has rhythm, and so decides to strike out on his own. Well, in Friday’s blog Susan Weiner discusses rhythm and writing. I love writing and therefore love to read about writing, and...
by admin | Jan 11, 2010 | rates of return
Last Friday I posed a question about how one would derive returns when they had limited data: month-end holdings and period transactions. A couple folks basically explained that this CAN be done. Here’s what you do: Take your holdings file and preceding...
by admin | Jan 8, 2010 | money-weighting, rates of return, time-weighting
I’m spending most of this week on an assignment for a client who is engaged in a lawsuit; well, actually I’m doing the work for the client’s attorney. I’m charged with calculating returns for the stocks in the portfolio, and was given only...
by admin | Jan 7, 2010 | GIPS, Global Investment Performance Standards
I had a call yesterday with a client who we’re helping to become compliant with the Global Investment Performance Standards. There was confusion at his shop regarding the presentations they will make to their prospects: must the information they show in their...
by admin | Jan 4, 2010 | GIPS, Global Investment Performance Standards, verification
A couple recent and related blog posts have addressed recent suggestions about the Oppenheimer College Fund Fraud investigation. The Money Game actually points to Mish’s site, which is one that I have listed as a blog I periodically visit. As Mish pointed out,...
