by admin | Oct 15, 2011 | Investment Performance Guy, News
This weekend’s WSJ has two stories, reflecting opposite views.Michael M. Phillips’ “The Old Soldier Who Didn’t Fade Away” tells the story of a 59-year old U.S. Army staff sergeant who is currently deployed in Afghanistan. He has my...
by TSG | Oct 15, 2011 | compliance, GIPS compliance, performance measurement, Performance Perspectives Newsletter, risk
VOLUME 9 – ISSUE 2 October 2011 Download PDF...
by admin | Oct 14, 2011 | GIPS, Global Investment Performance Standards, Standard Deviation
A verification client called me with the following question: they have historically calculated dispersion around the composite’s return; however, their new GIPS(R) (Global Investment Performance Standards) system measures it around the average of the accounts...
by admin | Oct 13, 2011 | CIPM, CIPM Exam Tips & Tricks, CIPM expert, CIPM Principles, duties to employer, ethics, loyalty
A Principles Level candidate asked me for an interpretation of the following ethics related question from one of the practice exams:Angela Schneider, an equity analyst at Isotonic Asset Management, joins the board of trustees of the Lightship Foundation, a large...
by admin | Oct 12, 2011 | Investment Performance Guy, News
Despite the criticisms that have been offered to anyone who wishes to make predictions, there is no limit to their presence. Who would want to see the end of weathermen (weather people?) telling us what tomorrow will look like, despite everyone knowing “no one...
