by admin | Aug 17, 2025 | Investment Performance Guy, News
John Simpson and I are spending this week working on a new service which we will introduce later this year (stay tuned for details!). During the course of our conversation, a question arose: what’s the difference between functions and features? I must confess...
by admin | Jul 29, 2025 | money-weighting, time-weighting
While “risk” seems to be a more commonly found topic in the Wall Street Journal, I was pleased to see this advertisement appear in this past weekend’s edition. First, it’s wonderful to see a focus on diplomas, especially for inter-city...
by admin | Jun 19, 2025 | GIPS, money-weighting, Standard Deviation, time-weighting
As often happens when I read, I stumble upon quotes which I will want to employ in my speaking and writing. Here are just a few from Michael Lewis’ Moneyball, along with commentary: – The meetings, from their point of view, are all about minimizing risk...
by admin | Jun 18, 2025 | attribution, money-weighting, Reporting, time-weighting
One area that often comes up in discussions is client reporting. There are no standards on this topic, although some guidance has been offered. Reporting is made complex for a few reasons. First, at times the client dictates what they want, in which case the...
by admin | Jun 12, 2025 | GIPS
Patrick Fowler and I are still in Stockholm, having just finished our semi-annual European Performance Measurement Forum meeting, which was deemed quite a success, with much interaction and sharing. As a result of some discussion I have come to realize that perhaps...
