by admin | Aug 19, 2011 | benchmarks, GIPS, Global Investment Performance Standards
A client alerted me about a new Q&A that is on the GIPS(R) (Global Investment Performance Standards) website. I’ll save you the trouble of looking it up, and provide the particulars here. First, the question: “For one of our composites, we use a...
by admin | Aug 18, 2011 | Investment Performance Guy, News
The revelation that the U.S. Justice Department is now investigating S&P’s ratings of pools of mortgage backed securities is perhaps totally unrelated to S&P’ recent downgrading of the U.S. government’s credit worthiness, but the timing does...
by admin | Aug 17, 2011 | 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 | Aug 15, 2011 | Investment Performance Guy, News
wwwGoogle “500” and you’ll findS&P 500 Indy 500 a card game called 500 perhaps even a reference to a movie about the “500” days of summer. Well, this post represents a “500” of a different kind: it’s the 500th for...
by admin | Aug 12, 2011 | Investment Performance Guy, News
I conducted a consulting assignment earlier this week, where I reviewed a client’s operation, including their approach to calculating and reporting returns. A question came up as to whether or not cash flows can be netted if they occur on the same day. My...
