by admin | Dec 4, 2013 | CIPM Exam Tips & Tricks
This quick video succinctly touches on our role as professionals… https://youtu.be/dYTNq3vRnMQ
by admin | Dec 4, 2013 | Investment Performance Guy, News
Having preached the benefits of money-weighted returns for the past several years, along with a group of comrades, including Steve Campisi, CFA, I’m quite pleased to see that the idea is catching on.GASB, the U.S. Government Accounting Standards Board, now...
by admin | Dec 3, 2013 | Investment Performance Guy, News
I recently learned of a firm that has enhanced their system to provide the ability to aggregate multiple portfolios for performance reporting. They reference GIPS(R), so clearly the fact that it’s permitted within the Standards for composite returns is seen as...
by admin | Dec 2, 2013 | Investment Performance Guy, News
I just learned (via P&I, November 25, page 4) of the passing of Gilbert Beebower.You may recall that he, along with Gary Brinson and L. Randolph Hood, wrote a piece for the Financial Analysts Journal (1986: “Determinants of Portfolio Performance”) that...
by admin | Dec 2, 2013 | Investment Performance Guy, News
Just when you thought it was safe to …I’m doing a bit of research on the Sharpe and Information ratios, and am finding loads of confusion. This may end up becoming an article, but for now I’ll share with you some “facts,” at least as I...
