by admin | Sep 5, 2013 | Investment Performance Guy, News
We have known Mark a long time, and respect and like him a great deal. We know that he will be a great addition to our team, and are anxious for him to join us. This new position demonstrates our commitment to the European market, and our desire to expand our services...
by admin | Sep 4, 2013 | Investment Performance Guy, News
Last week I offered a theory as to why retail investors may not be interested in rates of return, and it resulted in numerous comments from readers. As I was preparing this post, I read the following in an “Op Ed” piece in today’s WSJ, by David R....
by admin | Aug 31, 2013 | Investment Performance Guy, News
Memorial Day is the “official” start of summer,and Labor Day the official end, despite the fact that both are technically off. But starting next week, we will pretty much return to “business as usual.” Hoping you and your family had an...
by admin | Aug 28, 2013 | CAIA, CFA, CFA Institute, CIPM, CIPM exam prep, CIPM Exam Tips & Tricks, CIPM expert, CIPM Principles, Code of Ethics, ethics, Standards of Professional Conduct
As you know, Ethics is a component of the CIPM curriculum – and one that candidates should not take lightly. CFA Institute announced today that they will be holding a free webinar on Ethical Decision Making. I recommend that both Principles Level and...
by admin | Aug 27, 2013 | Investment Performance Guy, News
I often hear from those who serve the retail market that they are rarely asked for their rates of return; this seems a bit odd, as it would make sense for investors to want to inquire into a prospective manager’s track record.An article in this past...
