by admin | Apr 1, 2014 | Investment Performance Guy, News
Risk measurement is a challenge; risk management, even more so. This video is a great demonstration of properly managing risks. What can we learn from it? I think that we have the vision to be able to see when things aren’t working out as planned or expected,...
by admin | Mar 31, 2014 | Investment Performance Guy, News
We are hosting a “mini” survey, and would like your thoughts, IF your firm claims compliance with the Global Investment Performance Standards. There are really only two questions. It should take you only a minute or so to complete it! The first deals with...
by admin | Mar 26, 2014 | Investment Performance Guy, News
A client sent us a question that I am a bit surprised hasn’t been asked before: which country’s risk-free rate should be used when investing across countries? For example, if a US domiciled investor has a Japan-based asset, when we calculate the Sharpe...
by admin | Mar 21, 2014 | Investment Performance Guy, News
Recall that the GIPS(R) (Global Investment Performance Standards) Executive Committee (EC) issued a “Q&A” that introduces a change to the Standards, allowing firms to remove disclosures of composite name changes after five years. During the recent EC...
by admin | Mar 20, 2014 | Investment Performance Guy, News
Of late, my colleagues and I have been involved in numerous conversations on the subject of benchmarks; in fact, I’m about to conduct a focused study for a client on their benchmark construction policies and procedures. I conducted a GIPS(R) (Global Investment...
