by admin | Mar 15, 2012 | GIPS, Global Investment Performance Standards, verification
We have a GIPS(R) (Global Investment Performance Standards) verification client who uses Advent’s Axys portfolio accounting system. Most of their clients are at Schwab, and they have a direct feed from Schwab to Advent. However, they had a couple accounts...
by admin | Mar 14, 2012 | Investment Performance Guy, News
I thank my wife for reminding me that today is “pi day.” It should not go without notice.”Pi day”???Yes, you remember pi, right? Recall that pi is a constant that is the ratio of any Euclidean circle’s circumference to its diameter....
by admin | Mar 14, 2012 | Investment Performance Guy, News
I began listening to Thinking, Fast and Slow by Daniel Kahneman this week, and am finding it to be both interesting and motivating. Daniel Kahneman is a Nobel Prize winner. In this book he discusses various studies that he and his colleagues conducted.It occurred to...
by admin | Mar 13, 2012 | Investment Performance Guy, News
One of my favorite websites is www.Dictionary.com. I reference it frequently, when I come upon a word I’m unfamiliar with, or want to verify the meaning of a word I plan to use. I also subscribe to their “Word of the Day,” which is usually a...
by admin | Mar 12, 2012 | Investment Performance Guy, News
I’ve commented in the past about anniversaries, and how we tend to give greater emphasis to ones that end with the number five or zero. My wife and I will celebrate our 40th wedding anniversary this November (we were very young when we wed, as I can’t be...
