by admin | Feb 11, 2014 | CIPM Exam Tips & Tricks
Manager selection is an important component in the CIPM Curriculum… in that vein, I suggest candidates read through a writeup/review of Jack Bogle (and really, a new book on him) from the ThinkAdvisor website. The curriculum doesn’t make reference to...
by admin | Feb 7, 2014 | Investment Performance Guy, News
We were recently contacted regarding the appropriate date to use for a fund’s inception. This caused me to reflect a bit, and I thought I’d touch on this briefly. There are essentially three dates you may want to concern yourself with: Inception Date: this...
by admin | Feb 4, 2014 | Investment Performance Guy, News
It’s probably not surprising that Sunday’s Superbowl is still a topic of discussion. I’m conducting a GIPS(R) (Global Investment Performance Standards) verification this week, and this morning, when I went into the hotel’s concierge lounge, I...
by admin | Jan 29, 2014 | Investment Performance Guy, News
I have to thank my lovely daughter-in-law, Monica, for providing this photo to me. Consider this, a “fun” post. I was in the Army for almost five years, and stationed for 39 months with the 25th Infantry Division (Oahu, Hawaii; I was a Field Artillery...
by admin | Jan 28, 2014 | Investment Performance Guy, News
Note: the following comes from this month’s newsletters, but I wanted to get it out, given the urgency of registering! The CFA Institute has made a huge commitment in our segment of the industry by creating, maintaining and administering the Certificate in...
