by admin | Aug 9, 2012 | Investment Performance Guy, News
The United States Governmental Accounting Standards Board (GASB) recently introduced new provisions that call for the reporting of money-weighting rates of return, using the internal rate of return (IRR).The new provision, Statement No. 67 of the Governmental...
by admin | Aug 8, 2012 | Investment Performance Guy, News
This month’s TSG webinar will be on Monday, August 27, from 11:00 AM to 12:30 PM EST, and it will be a bit different. Titled Internet Tips & Tricks, it will provide you with some interesting insights into better ways to improve your Internet experience!The...
by admin | Aug 7, 2012 | Investment Performance Guy, News
TSG has announced that it is conducting a survey on the Global Investment Performance Standards (GIPS(R)). This marks the eighth time we’ve conducted a survey on the presentation standards, starting with the AIMR-PPS in 1993. This makes our firm the leader...
by admin | Aug 6, 2012 | annualization, CIPM Exam Tips & Tricks, CIPM expert, CIPM formulae, CIPM Principles, geometric linking, GIPS, time-weighted return
Most performance analysts have heard it said that we should never annualize returns of less than one year. Some may also be aware that GIPS provision I.5.A.4 (2010 edition of GIPS) forbids compliant firms from annualizing returns for periods of less than a...
by admin | Aug 6, 2012 | Investment Performance Guy, News
I try to exercise every morning, and when I do, I often watch the news. This morning there was an advertisement from CancerCenter.com, that included the following disclaimer:No case is typical. You should not expect to experience these results. It occurred to me that...
