by admin | Aug 13, 2013 | Investment Performance Guy, News
It is quite common today to find firms revalue their portfolios for large cash flows. But what do we mean by “revalue”? Is “repricing” enough?Think about this scenario: On January 31 the portfolio holds 20 different stocks, along with some...
by admin | Aug 8, 2013 | Investment Performance Guy, News
TSG has been surveying the industry for 20 years on a variety of topics. This year we focus once again on performance and risk measurement technology, with two surveys:One for the usersOne for the suppliers.Until now the suppliers’ survey has been sent only to...
by admin | Aug 7, 2013 | Investment Performance Guy, News
I was interviewed by Julie Steinberg of the WSJ for an article that appeared this week (“These Two Funds Picked a Really Bad Day to Debut,” August 5, page R1) regarding the impact contributions can have on a mutual fund’s performance. While...
by admin | Aug 6, 2013 | Investment Performance Guy, News
I was recently interviewed by Pensions & Investments (“Fiduciary delegation,” July 22, 2013) regarding the appropriateness of expanding the Global Investment Performance Standards (GIPS(R)) to outsourcing firms: firms that provide investment...
by admin | Aug 1, 2013 | Investment Performance Guy, News
In this month’s TSG newsletter, I wrote a bit about the high jumper Dick Fosbury, who introduced an entirely different way to scale the bar. I vividly recall watching the meet on television in which this was first publicized. Many laughed (including the...
