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...
by admin | Aug 26, 2013 | Investment Performance Guy, News
As grandparents of two boys (ages four and soon-to-be two), my wife and I have become acquainted with the television show “Yo Gabba Gabba.” A regular feature is called “cool tricks,” where a guest displays something they think is,...
by admin | Aug 23, 2013 | Investment Performance Guy, News
It recently occurred to me how these two words, insights and perspectives, play a non insignificant (i.e., significant) role in performance measurement. I often reference both when I teach, but thought it appropriate to share some views here with you.InsightsMy...
by admin | Aug 22, 2013 | Investment Performance Guy, News
Earlier this year, the Global Investment Performance Standards (GIPS(R)) Executive Committee published a draft guidance statement which expands the reach of GIPS into the asset owner world. I have commented briefly on it here before, and wrote an article for Pensions...
by admin | Aug 21, 2013 | Investment Performance Guy, News
Last week, during a talk I was giving to a group of operations folks, someone asked my thoughts on showing benchmarks to retail investors; specifically, those that are non-discretionary.It’s important to realize that benchmarks serve two purposes: first, as a...
