by admin | Sep 18, 2012 | Investment Performance Guy, News
Yesterday I posted about Jason Zweig’s recent article, that discussed a manager’s questionable past performance that was being shown to prospects; it was based on backtested results. Rick Ferri wrote a Forbes post that also discussed this...
by admin | Sep 17, 2012 | Investment Performance Guy, News
In this past weekend’s WSJ, Jason Zweig once again provided fodder for our use. In “Protecting Your Bucket,” he describes the practices of RJL Wealth Management, who provides investors with hypothetical performance. The SEC appears to have some...
by admin | Sep 14, 2012 | Investment Performance Guy, News
This coming Monday, September 17, from 11 AM to 1 PM, I will host a webinar titled The 10 Most Common Mistakes GIPS Compliant Firms Make. This webinar is free!My colleague, John D. Simpson, will host a webinar on Tuesday, September 25, starting at 12 noon (EST). It is...
by admin | Sep 12, 2012 | Investment Performance Guy, News
We have already heard from a few folks with their lists of the “top five struggles performance measurement departments face,” and there’s time for more, but soon there won’t be!I posted an invitation last week for readers to submit their lists....
