by admin | Sep 11, 2011 | Investment Performance Guy, News
I don’t read the comics, but my wife does. And she showed me this one. It fits my mood today quite well.
by admin | Sep 8, 2011 | aggregate method, GIPS, Global Investment Performance Standards
You may recall that I have opined in the past about the problems I’ve discovered with the aggregate method, both several times in this blog, as well as in our newsletter; I also wrote an article on this topic.Some individuals who have read my materials argue...
by admin | Sep 6, 2011 | Investment Performance Guy, News
In this past weekend’s WSJ,Jonah Lehrer had an article titled “Learning How to Focus on Focus.” He quotes psychologist Herbert Simon: “A wealth of information creates a poverty of attention.” Lehrer tell us that a key is to strengthen our...
by admin | Sep 1, 2011 | CIPM, CIPM expert, IRR calculation, money-weighted return, TI BA II Plus
A CIPM Expert Level candidate sent me the following question, asking what are the proper keystrokes to obtain the solution: The Millers deposited $50,000 into their account on 1 May 2005 and another $40,000 on 1 July 2005. The portfolio also received and reinvested...
