by admin | Sep 8, 2011 | aggregate method, GIPS, Global Investment Performance Standards
You may recall that I have opined in the past about the problems I’ve discovered with the aggregate method, both several times in this blog, as well as in our newsletter; I also wrote an article on this topic.Some individuals who have read my materials argue...
by admin | Sep 6, 2011 | Investment Performance Guy, News
In this past weekend’s WSJ,Jonah Lehrer had an article titled “Learning How to Focus on Focus.” He quotes psychologist Herbert Simon: “A wealth of information creates a poverty of attention.” Lehrer tell us that a key is to strengthen our...
by admin | Aug 31, 2011 | Investment Performance Guy, News
We have been engaged in a research project for a client, who wanted information on “sell side fixed income attribution systems.” This cause me to reflect a bit on the term “sell side.” You’ve no doubt run into the terms “buy...
by admin | Aug 30, 2011 | Investment Performance Guy, News
A colleague recently passed me a question that was sent to him: what is the proper treatment of class action settlement proceeds from securities-related lawsuits or bankruptcies, which are then deposited into an investment portfolio.You may have encountered this...
by admin | Aug 28, 2011 | GIPS, Global Investment Performance Standards
You have perhaps heard that Abercrombie & Fitch is actually paying members of the reality show, Jersey Shore, money to not use their products; the individual known as “the situation” is one who has been particularly focused on. In this weekend’s...
