by admin | Dec 9, 2013 | Investment Performance Guy, News
TSG surveys on the Global Investment Performance Standards have consistently shown that most compliant firms get their verifications done annually. But is this the optimal frequency? Well, let’s consider this topic for a moment.How about more often than...
by admin | Dec 4, 2013 | CIPM Exam Tips & Tricks
This quick video succinctly touches on our role as professionals… https://youtu.be/dYTNq3vRnMQ
by admin | Dec 4, 2013 | Investment Performance Guy, News
Having preached the benefits of money-weighted returns for the past several years, along with a group of comrades, including Steve Campisi, CFA, I’m quite pleased to see that the idea is catching on.GASB, the U.S. Government Accounting Standards Board, now...
by admin | Dec 3, 2013 | Investment Performance Guy, News
I recently learned of a firm that has enhanced their system to provide the ability to aggregate multiple portfolios for performance reporting. They reference GIPS(R), so clearly the fact that it’s permitted within the Standards for composite returns is seen as...
by admin | Dec 2, 2013 | Investment Performance Guy, News
I just learned (via P&I, November 25, page 4) of the passing of Gilbert Beebower.You may recall that he, along with Gary Brinson and L. Randolph Hood, wrote a piece for the Financial Analysts Journal (1986: “Determinants of Portfolio Performance”) that...
