by admin | Jan 17, 2013 | Investment Performance Guy, News
The concept of orienting your investing so that it’s geared to the client’s requirements is getting more attention of late. P&I had an article on this subject in their November 12, 2012 issue, and Steve Campisi, CFA has addressed this at several...
by TSG | Jan 16, 2013 | performance measurement, Performance Perspectives Newsletter
VOLUME 10 – ISSUE 5 January 2013 Download PDF...
by admin | Jan 15, 2013 | Investment Performance Guy, News
We received an interesting question from a client, which seem appropriate to discuss here:We have an issue where we are going back and forth with our custodian regarding the proper treatment for a transition:Manager B is scheduled to receive assets from Manager A at...
by admin | Jan 15, 2013 | Investment Performance Guy, News
By now you have heard that the CIPM Program curriculum has been changed – signficantly! So much so that the folks at CFA Institute have taken to calling it “The New CIPM Program!”You may be asking yourself, what *are* the new changes? I...
by admin | Jan 11, 2013 | Investment Performance Guy, News
I am reading, or more correctly, listening to, the classic, Don Quixote, by Miguel de Cervantes. It is a massive work, which rightly deseves the praise it has received. Perhaps not surprisingly, if you’ve been a reader of my commentary for long, I have found...
