by admin | Feb 8, 2013 | Investment Performance Guy, News
One of our verification clients has the following situation, which I think is interesting. They have a client who has their money invested in three classes: equities, bonds, and real estate. Because the firm wishes to utilize carve-outs, they’ve constructed...
by admin | Feb 7, 2013 | CIPM Exam Tips & Tricks, Investment Performance Guy, News
This blog post summarizes the changes at the Expert Level of the “New CIPM Program.”Expert LevelLast year, the topic area weights were broken into three broad areas:Ethics and Professional Standards (15%)Performance Evaluation (50%)GIPS (35%)Ethics is...
by admin | Feb 7, 2013 | Investment Performance Guy, News
Last year, TSG announced its intention to contribute a portion of the sale of (1) a book that was missing part of the reference section (Handbook of Investment Performance Measurement, 2nd edition), which we offer at a huge discount (turning lemons into...
by admin | Feb 6, 2013 | Investment Performance Guy, News
We thought the industry pretty much agreed that compliance with the Global Investment Performance Standards (GIPS®) was a virtual requirement for asset managers targeting the institutional market, especially in the States, but we’ve recently encountered a couple firms...
by admin | Feb 5, 2013 | Investment Performance Guy, News
By now, you’ve probably heard about the group of Harvard University students who were caught cheating on a take-home exam. When you learn the details, I think you have to wonder about the supposed higher intelligence of Harvard students, but that’s a...
