by admin | Oct 10, 2011 | GIPS, Global Investment Performance Standards, net of fees
We received a question from a client recently, who cited the GIPS(R) (Global Investment Performance Standards) Fees Guidance Statement.On page 5 we find the following:Let’s focus on the sentence that reads “In these situations, it is most appropriate to...
by admin | Oct 9, 2011 | Investment Performance Guy, News
In this weekend’s WSJ, Jason Zweig (in “If It Looks Like a Bear …”) begins with a brief retrospective on what appeared to be the market’s recent entry into bear market territory (and quick departure from), but then touches on what is...
by admin | Oct 7, 2011 | CIPM, CIPM Exam Tips & Tricks, CIPM expert, GIPS, Modified Dietz, significant cash flows
An Expert Level candidate asked some questions related to sample exam Item Set #15; the vignette is described below:White Oaks Investment Management, a firm that claims to comply with the GIPS standards, manages an equity portfolio for the City of Kent’s pension plan....
by admin | Oct 6, 2011 | aggregate method, internal rate of return, IRR
Before you think “oh, here he goes again” please give me a second to explain. Okay, yes, it’s true: I’ve been beating this to death (and will continue to, but not right now).I was sent the following question from a client:”How do you...
by admin | Oct 5, 2011 | Investment Performance Guy, News
TSG, Inc. is pleased to announce that we’ve created two new positions: Chief Ethics Officer and Assistant Ethics Officer. In addition, we’ve published a Standards of Practice handbook for our staff. John D. Simpson, CIPM has been appointed our firm’s...
