Performance Perspectives Blog

Anniversaries & milestones to celebrate

by | Jun 20, 2011

In the current issue of The Journal of Performance Measurement(R), we have an interview with Dean LeBaron, founder and former chair of Batterymarch. The reason for his selection is that he was a member of the FAF’s (Federation of Financial Advisor’s) Blue Ribbon Committee that worked on the first performance presentation standards (which turned into the AIMR-PPS(R) and arguably GIPS(R)). This year marks the 25th anniversary of the group’s formation, and we thought it fitting to honor the occasion with one of the surviving members. If you would like to receive a complimentary copy of the interview, please contact our editor, Douglas Spaulding.

Speaking of the Journal, it’s in its 15th year, which is quite a feat. We have published so many great articles over the years, and have had the pleasure of interviewing so many notable individuals. Many thanks to our editorial staff, advisory board, authors, advertisers, and subscribers, for their support and contributions. I will shortly interview Howard Marks of Oaktree Capital Management, who joins the list of several portfolio managers who have shared their views. Our interview will focus on much of what he presented in his most recent book, The Most Important Thing: Uncommon Sense for the Thoughtful Investor. In his book, Howard devotes considerable space to the topic of risk, so I look forward to exploring this subject further with him.

Last week we held the 50th meeting of the Performance Measurement Forum. This milestone coincided with the Spring meeting of the European chapter, which was held in London. The group has grown considerably over the years, with representatives from some of the leading investment firms, custodians, and software vendors as members. Once again, our meeting was filled with a great deal of sharing and dialogue.

A lot to celebrate!

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