by admin | Dec 18, 2013 | Investment Performance Guy, News
We are putting the “final touches” on The Journal of Performance Measurement’s (R) Supplement issue, that will include summaries of two of our surveys: attribution and presentation standards. While writing my letter (as publisher), I realized that...
by admin | Dec 17, 2013 | Investment Performance Guy, News
It is with deep sadness that I inform you of the death of Frank Desharnais. Frank was a bona fide performance measurement professional: with more than 25 years in our industry, Frank held leadership roles at Lazard Asset Management, Deutsche Asset Management,...
by admin | Dec 13, 2013 | Investment Performance Guy, News
Nine years ago I was reviewing a client’s performance system, and noticed on one of their reports they showed “annualized” and “cumulative” returns for the prior one, two, three, five, … years. It struck me as quite odd that...
by admin | Dec 11, 2013 | Investment Performance Guy, News
For those of you who’ve been wondering…finally!
by admin | Dec 10, 2013 | Investment Performance Guy, News
Asset management firms have, for the past few decades, generally agreed that “trade date” (t/d) accounting is preferred. This practice has been so common that custodians regularly provide trade date reports (where they used to only do settlement date...
