by admin | Feb 14, 2011 | arithmetic attribution, attribution, geometric attribution
Here’s a new way to communicate ideas, issues, and controversial topics. Hope you like it!
by admin | Feb 13, 2011 | risk
In this weekend’s WSJ, Jason Zweig reminds his readers of James K Glassman’s 1999 best seller, Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market (which, by the way can apparently be had at Amazon for a mere one penny!)....
by admin | Feb 10, 2011 | GIPS, Global Investment Performance Standards, money-weighting, time-weighting
I love the weekend edition of The Wall Street Journal. Invariably I find one or more articles to reference in one place or another. And this past weekend it was Matt Ridley’s “A Key Lesson of Adulthood: The Need to Unlearn.” As Matt so correctly put...
by admin | Feb 9, 2011 | GIPS, Global Investment Performance Standards
A recent blog post questioned the value of having quarterly verifications done. Interestingly, we received the following response: “Running the verification on a quarterly schedule can help catch any possible errors sooner, rather than later, potentially...
by admin | Feb 3, 2011 | GIPS, Global Investment Performance Standards
At times it appears that many individuals in performance measurement, as well as those on the periphery (e.g., portfolio managers), see GIPS(R) (Global Investment Performance Standards) as being at the center of everything we do. It’s quite common to hear, for...
