by admin | Feb 29, 2012 | Investment Performance Guy, News
It has been known for some time that Thomson was shopping their PORTIA suite of products. Well, we have just learned that SS&C Technologies has agreed to acquire it for $170 million This is huge news for the industry.I have speculated that SS&C might be...
by admin | Feb 28, 2012 | Investment Performance Guy, News
Last November’s WSJ’s had a Jason Zweig article in which he reminded us of Charles Mackay’s ’41 book on market bubbles, whose title serves as this post’s title. He pointed out how the author himself was fooled, just shortly after his book...
by admin | Feb 27, 2012 | GIPS, Global Investment Performance Standards, ret
I had a call on Friday from a longstanding friend and colleague who wanted to know whether she should use the beginning (VB) or ending (VE) values to asset weight portfolio returns. Let’s put this into context.This manager has a client whose history...
by admin | Feb 27, 2012 | CIPM, CIPM Exam Tips & Tricks, CIPM expert, currency hedging, derivatives, forward contracts, futures contracts, performance attributions, performance measurement, rate of return calculations
Today’s webinar (February 27, 2012 at 9:00 a.m. Pacific time) from TSG’s webinar series should be of great interest to Expert Level CIPM candidates, as I will be covering the subject of futures contracts and performance measurement.The webcast is actually...
by admin | Feb 25, 2012 | Investment Performance Guy, News
The Journal of Performance Measurement(R) is beginning a series on performance measurement professionals, and we need your help to identify the folks we should include. We plan to focus on one or two people in each issue, but want the list to be driven by input from...
