by admin | Jul 3, 2012 | GIPS, Global Investment Performance Standards, uaps, universal advisor performance standards
While a great deal of attention was paid to the U.S. Supreme Court’s decision on Obamacare this past week, another ruling should garner some interest, too: their conclusion that the 2006 Stolen Valor Act infringes on speech protected by the First Amendment. This...
by admin | Jun 29, 2012 | Investment Performance Guy, News
I had a recent conversation about the UAPS (Universal Advisor Performance Standards), which provides the ability for a compliant firm to show a representative (“rep”) portfolio’s performance. I mentioned that the white paper is a draft and subject to...
by admin | Jun 28, 2012 | Investment Performance Guy, News
At TSG’s PMAR Europe conference earlier this month, one speaker suggested that Bill Sharpe’s revised eponymously named risk-adjusted return is more typically employed than the original. While I don’t have a lot in the way of empirical...
by admin | Jun 25, 2012 | Investment Performance Guy, News
“It’s good to be king” (King Louis XVI, from History of the World, Part I)Responsibility for crafting rules can be quite a challenge, hefty responsibility, and difficult undertaking. It’s so easy for things not to work out as we’d...
by admin | Jun 24, 2012 | Investment Performance Guy, News
Surely I am not the only one whose reaction to this photo and caption on the front page of this weekend’s WSJ was different than what was intended.”Germany Celebrates Greek Exit”?!?!?!From what? The Euro?Nah. From the European Cup. I was in Dublin...
