by admin | May 1, 2012 | GIPS, Global Investment Performance Standards
The Global Investment Performance Standards (GIPS(R)) have provisions to accommodate firms and individuals that move their skills from one place to another. For example, the emerging markets team from Firm A decides to either set up shop themselves or move...
by admin | Apr 28, 2012 | Investment Performance Guy, News
Just a reminder: If you wish to submit a comment, do not do so anonymously. Identify yourself. And to clarify, anonymously means “Anonymous” in any form, as well as fictitious names. If you have a view or opinion, feel free to share it, but true identity...
by admin | Apr 27, 2012 | Investment Performance Guy, News
For many, it only seems logical that when you deduct fees monthly or quarterly, that your annual net-of-fee and gross-of-fee return difference should equal the annual fee. How can it not?It’s quite simple to derive the monthly amount to deduct: just take your...
by admin | Apr 26, 2012 | Investment Performance Guy, News
Jed Schneider, CIPM, FRM is a guest blogger, offering some of his impressions from TSG’s recent performance attribution survey.—————————–Every year, TSG puts out a survey to the investment industry...
by admin | Apr 24, 2012 | software search
I recently reviewed a client’s software search materials. In our preliminary discussion they explained that they were looking for a performance attribution system. However, it became fairly clear during my review that they were actually looking...
