by admin | Apr 5, 2011 | Investment Performance Guy, News
CIPM Test Prep Q & A with John D. Simpson, CIPMJoin us for a Webinar on April 12Space is limited.Reserve your Webinar seat now at:https://www2.gotomeeting.com/register/769471026Join us on April 12, 2011 as John D. Simpson, CIPM tackles your last minute questions...
by admin | Apr 4, 2011 | Investment Performance Guy, News
We get to listen in on a discussion as to how one might pursue performance measurement software.
by admin | Apr 4, 2011 | base currency returns, CIPM, CIPM expert, multicurrency performance
One of the students in my CIPM Expert Level Prep Classes asked me to explain the solution to the questions #5 and #6 from the sample exam questions found on the CFA Institute’s CIPM Program page (). The vignette and questions follow below:Longitudinal Asset...
by admin | Apr 2, 2011 | CIPM, CIPM expert, CIPM Principles, GIPS, Modified BAI, Modified IRR
Over the last couple of weeks, I have been teaching our prep courses for the CIPM exams. While teaching the Principles Level course, I came across a sentence that caused some confusion:”The Modified IRR method is another estimation approach acceptable prior to 1...
by admin | Mar 31, 2011 | GIPS, Global Investment Performance Standards, stock lending
Simple answer: when you didn’t create it. That is, when you’re not responsible for it being here.I conducted a GIPS(R) (Global Investment Performance Standards) verification for an asset manager whose clients get income from stock lending. The option to...