by admin | Jul 7, 2013 | Investment Performance Guy, News
The late motivational speaker and author, Zig Ziglar, coined the phrase “automobile university,” to refer to the use of the time spent behind the wheel to expand one’s education. He suggested that many drivers can increase their knowledge about...
by admin | Jul 4, 2013 | Investment Performance Guy, News
The markets in the United States are closed today, in observance of July 4th. July 4th has a special personal meaning for me, for that’s the day in 1970 that I met the young lady who would (two years later) become my wife; we have been married for over 40 years...
by admin | Jul 3, 2013 | Investment Performance Guy, News
TSG remains big fans of the CIPM(R) program, and so, we are posting details that were recently sent out via an email from the CFA Institute. Building a better investment industry starts with you. By referring a colleague to the newly enhanced CIPM...
by admin | Jul 2, 2013 | Investment Performance Guy, News
A TSG verification client contacted me with a non-GIPS(R) (Global Investment Performance Standards) related question, which I want to share with you, as I think it has wide applicability.They have a commingled vehicle that restricts cash flows to always occur on the...
by admin | Jul 1, 2013 | Investment Performance Guy, News
As noted last week, firms that comply with the Global Investment Performance Standards (GIPS(R)) are now given the opportunity to no longer disclose composite name changes when they are deemed to be no longer “relevant and meaningful.” I think it’s...
