by admin | Oct 15, 2012 | Investment Performance Guy, News
This was just released by TSG:
by TSG | Oct 15, 2012 | Performance Perspectives Newsletter, Securities & Exchange Commission, verification
VOLUME 10 – ISSUE 2 October 2012 Download PDF...
by admin | Oct 15, 2012 | Investment Performance Guy, News
The weekend WSJ often provides fodder for this blog, though this is the first that I recall it came from Peggy Noonan. Her assessment of Thursday’s Vice Presidential debate (“Confusing Strength With Aggression”) in this past weekend’s edition...
by admin | Oct 10, 2012 | Investment Performance Guy, News
A software vendor client of ours described a situation involving one of their clients. Until a certain date, the portfolio’s return was in US Dollars (USD). After that date, it was in Japanese Yen (JPY). The question: can we link these periodic returns?My...
by admin | Oct 9, 2012 | Investment Performance Guy, News
In TSG’s Fundamentals of Performance and GIPS(R) Fundamentals courses, I often pose this question to attendees:Verification verifies a firm’s compliance with GIPS: true or false? Simple question, right? What does it mean to be verified?Is it not...