by admin | Jun 28, 2013 | Investment Performance Guy, News
We are discovering new changes to GIPS(R) (Global Investment Performance Standards) that have been introduced through the most unusual ways: not as part of the Standards, but simply as Q&As or notes. How are we to learn of these? I guess by reading the...
by admin | Jun 27, 2013 | Investment Performance Guy, News
When I was mayor of the Township of North Brunswick (NJ: 2000-2003), I commented how I could envision the huge potential benefits that would accrue in 2010, when the town’s debt obligations would drop significantly (the idea of offering a sizable tax decrease to...
by admin | Jun 26, 2013 | Investment Performance Guy, News
I wrote an article for Pension & Investments regarding the expansion of the GIPS(R) standards (Global Investment Performance Standards) to plan sponsors. It was recently published and appears in the June 10 edition. I am very excited that it got published; not...
by admin | Jun 26, 2013 | Investment Performance Guy, News
In this month’s soon-to-be-published TSG newsletter, I comment a bit about the decision not to have a 2015 edition of the Global Investment Performance Standards (GIPS(R)), and provide the results (meager as they may be) from a mini (talk about an accurate...
by admin | Jun 25, 2013 | Investment Performance Guy, News
Ernie Ankrim’s March-April ’92 FAJ “Risk-Adjusted Performance Attribution” article is one that I came across in my doctoral research. So far it’s the only one I’ve found that addresses this topic (I reached out to Ernie in the hopes...