by admin | May 6, 2012 | Investment Performance Guy, News
I just checked in on Linkedin and discovered two of my connections posting about ethics:Jay Abraham: “ETHICS: You have to distinguish yourself and operate at the highest level of ethics, of integrity, of veracity. If you lower yourself to the level of a...
by admin | May 5, 2012 | GIPS, Global Investment Performance Standards
We are witnessing a case, I believe, of unintended consequences in the world of American football (not to be confused with the rest of the world’s view of football, which Americans call soccer). The fundamental question: do football helmets, which were...
by admin | May 4, 2012 | Investment Performance Guy, News
Okay, so your client has a restriction against you buying tobacco stocks, but you accidentally did. You now have to sell this stock, but because the price has dropped, your client is out some money. And so, you decide to “make it right,” and...
by admin | May 3, 2012 | benchmarks, GIPS, Global Investment Performance Standards, index
A GIPS(R) (Global Investment Performance Standards) verification client was rebalancing their blended benchmark annually and their portfolio monthly. This sparked a whole long discussion with a few colleagues on the appropriate timing for rebalancing. The basic...
by admin | May 2, 2012 | Investment Performance Guy, News
You may recall that in late March TSG announced that it had discovered a printing error in my most recent book (Handbook of Investment Performance Measurement, 2nd edition), and decided to offer copies at a huge discount ($20 versus the normal $75). The...
