by TSG | Feb 17, 2014 | Performance Perspectives Newsletter
VOLUME 11 – ISSUE 6 February 2014 Download PDF...
by admin | Feb 14, 2014 | Investment Performance Guy, News
My postings slowed down this week, because I was preparing for my doctoral dissertation defense, which occurred yesterday (despite the horrid weather we were having). I am pleased to announce that I was successful.I have wanted to achieve this goal for nearly 30 years...
by admin | Feb 11, 2014 | CIPM Exam Tips & Tricks
Manager selection is an important component in the CIPM Curriculum… in that vein, I suggest candidates read through a writeup/review of Jack Bogle (and really, a new book on him) from the ThinkAdvisor website. The curriculum doesn’t make reference to...
by admin | Feb 7, 2014 | Investment Performance Guy, News
We were recently contacted regarding the appropriate date to use for a fund’s inception. This caused me to reflect a bit, and I thought I’d touch on this briefly. There are essentially three dates you may want to concern yourself with: Inception Date: this...
by admin | Feb 4, 2014 | Investment Performance Guy, News
It’s probably not surprising that Sunday’s Superbowl is still a topic of discussion.I’m conducting a GIPS(R) (Global Investment Performance Standards) verification this week, and this morning, when I went into the hotel’s concierge lounge, I...
