by admin | Nov 27, 2013 | Investment Performance Guy, News
So proud, I’m showing off; hope you don’t mind.Our third grandchild and first granddaughter.Born to our son, Christopher, and his lovely wife, Monica.Specifics:Born 11/25/2013At 4:18 pm8lbs. 13oz21 inchesRenza in name = Monica’s momElizabeth in name...
by admin | Nov 26, 2013 | Investment Performance Guy, News
I was in Australia (both Sydney and Melbourne) last week, (1) speaking at a conference, (2) conducting a conference workshop, and (3) teaching our two-day attribution class. It was a very hectic time, and I failed to do any posting, which is a bit unusual for...
by admin | Nov 15, 2013 | Investment Performance Guy, News
It may seem like a stretch, but the very esoteric and complex mathematical area topology and performance attribution have something in common: mapping. Topologists map points from one surface to another, while PMPs (Performance Measurement Professionals) map weights...
by admin | Nov 12, 2013 | Investment Performance Guy, News
I have had the opportunity to engage in conversation with several folks over the past month or so regarding the CFA Institute’s “Principles for Investment Reporting.” I remain generally opposed; actually, perhaps more so.For a document that promotes...
by admin | Nov 11, 2013 | Investment Performance Guy, News
Yes, this IS a dilemma: do you invest the money into providing your performance and risk measurement team the training they need to do a good job, and run the risk they’ll leave, or avoid teaching them and save the money?Fortunately, most firms see the wisdom in...
