by admin | Aug 7, 2013 | Investment Performance Guy, News
I was interviewed by Julie Steinberg of the WSJ for an article that appeared this week (“These Two Funds Picked a Really Bad Day to Debut,” August 5, page R1) regarding the impact contributions can have on a mutual fund’s performance. While...
by admin | Aug 6, 2013 | Investment Performance Guy, News
I was recently interviewed by Pensions & Investments (“Fiduciary delegation,” July 22, 2013) regarding the appropriateness of expanding the Global Investment Performance Standards (GIPS(R)) to outsourcing firms: firms that provide investment...
by admin | Aug 1, 2013 | Investment Performance Guy, News
In this month’s TSG newsletter, I wrote a bit about the high jumper Dick Fosbury, who introduced an entirely different way to scale the bar. I vividly recall watching the meet on television in which this was first publicized. Many laughed (including the...
by admin | Jul 29, 2013 | Investment Performance Guy, News
This photo of one of the legends of sports, not just basketball, was recently posted on FaceBook. I thought it worthy to use as the basis for a blog post.It made me think of two of my TSG colleagues who recently completed degrees part-time, which isn’t an easy...
by admin | Jul 28, 2013 | Investment Performance Guy, News
When I teach our firm’s Fundamentals of Performance Measurement class, I begin by saying how performance measurement isn’t limited to investing. We encounter the opportunity to observe or participate in performances all the time. My friend, Herb Chain, is...
