by admin | Feb 4, 2014 | Investment Performance Guy, News
It’s probably not surprising that Sunday’s Superbowl is still a topic of discussion. I’m conducting a GIPS(R) (Global Investment Performance Standards) verification this week, and this morning, when I went into the hotel’s concierge lounge, I...
by admin | Jan 29, 2014 | Investment Performance Guy, News
I have to thank my lovely daughter-in-law, Monica, for providing this photo to me. Consider this, a “fun” post. I was in the Army for almost five years, and stationed for 39 months with the 25th Infantry Division (Oahu, Hawaii; I was a Field Artillery...
by admin | Jan 28, 2014 | Investment Performance Guy, News
Note: the following comes from this month’s newsletters, but I wanted to get it out, given the urgency of registering! The CFA Institute has made a huge commitment in our segment of the industry by creating, maintaining and administering the Certificate in...
by admin | Jan 28, 2014 | Investment Performance Guy, News
This year’s Performance Measurement, Attribution & Risk (PMAR) conferences, like last year’s, will have a theme. It started as “Casino Royale,” but has been broadened to “Secret Agents,” or more specifically, “Secret...
by admin | Jan 22, 2014 | Investment Performance Guy, News
Most of those who calculate rates of return have settled on either the end-of-day or start-of-day treatment for cash flows. Some time ago I arrived at the belief that a mixed treatment is better: Inflows: start-of-day Outflows: end-of-day. While in bed one...
