by admin | Jul 12, 2012 | benchmarks, GIPS, Global Investment Performance Standards
We have gotten a series of questions lately regarding the inclusion of benchmarks in a GIPS(R) (Global Investment Performance Standards) presentation. I’ll summarize some of it here.Secondary benchmarks: can a firm show additional benchmarks along with...
by admin | Jul 10, 2012 | Investment Performance Guy, News
TSG announced yesterday that we now offer operational reviews. While we’ve actually been performing this service for 20 years, we never told anyone about it…seems odd, right? When a client would come to us and ask, “can you review our operation,...
by admin | Jul 9, 2012 | uaps, universal advisor performance standards
The Universal Advisor Performance Standards’ Advisory Board held its first meeting at the end of June. And while much of the session was devoted to becoming acquainted and discussing the group’s role, preliminary comments were made regarding the draft...
by admin | Jul 8, 2012 | Investment Performance Guy, News
I must confess a fair amount of interest in the recent discovery of the Higgs boson, aka “The God Particle.” It is an amazing story, though its true meaning seems beyond the grasp of most of us mortals. I won’t bother to attempt to explain what it...
by admin | Jul 6, 2012 | Investment Performance Guy, News
One of the topics which often results in debate is the interaction effect. Recall that in performance attribution, specifically with the “Brinson models,” we have two effects: allocation and selection. Depending on how we calculate these effects we may...
