by admin | Aug 10, 2011 | benchmarks
Let’s say that you have a balanced portfolio, and you’ve selected the S&P 500 to represent the equity portion, and the Barclays Agg for the bond side. Your strategy for the portfolio is 80% stocks, 20% bonds, thus your index is blended in the...
by admin | Aug 8, 2011 | GIPS, Global Investment Performance Standards
Today’s Wall Street Journal had a very interesting article by Jaime Levy Pessin titled “Advisers’ Little Secret: Their Past Results.” It touches on the subject of financial advisers’ general lack of past performance for prospective clients.Many advisers...
by admin | Aug 5, 2011 | GIPS, Global Investment Performance Standards
Okay, I’ve seen this more than a few times, but it just struck me: there’s a comma missing!And what, pray tell, am I speaking about? Paragraph 4.a.1 of the GIPS(R) (Global Investment Performance Standards) 2010 edition. We find the following being the...
by admin | Aug 4, 2011 | GIPS, Global Investment Performance Standards
Jed Schneider and I are doing a GIPS(R) (Global Investment Performance Standards) verification for a client, and a question came up regarding the need to create a composite.A U.S. Equity manager is asked by a client to purchase some Canadian stock; would this (a)...
by admin | Aug 3, 2011 | Investment Performance Guy, News
TSG’s next webinar will be held Monday, August 15 @ 11:00 AM EST. The topic will be Excel Tips & Tricks for Performance Professionals. Jed Schneider, CIPM, FRM and Neil Riddles, CFA, CIPM, will provide some of the tips and tricks they have learned in their...
