by David Spaulding | Jun 12, 2017 | mutual funds, bond rating, Investment Performance Guy, past performance, peer group, performance measurement, risk
When I learned of the recent Barron’s article touting the success of an Eaton Vance municipal bond fund, based on the ratings given by two mutual fund peer group providers, a thought immediately occurred to me: it sounded exactly like the problem that...
by David Spaulding | Jun 8, 2017 | Investment Performance Guy
This is QUITE a different post for me, but after some recent reflection, decided it was appropriate. The idea of “promoting strong women” isn’t new for me. I’ve been doing this for quite some time. When I was mayor of North Brunswick, NJ...
by David Spaulding | Jun 6, 2017 | past performance, GIPS, Global Investment Performance Standards, Investment Performance Guy, SEC, Securities & Exchange Commission
First, in the spirit of full disclosure … The source for this post is one of our GIPS verification clients. They reached out today, alerting me of what they believed was misleading information as reported by Barron’s. After some discussion and a bit of...
by David Spaulding | Jun 3, 2017 | performance charts, annualization, annualized returns, Investment Performance Guy, performance measurement
This post is about performance charts; it just so happens that I’m using one that just appeared on Twitter by Charles Schwab. As the saying goes, “credit where credit is due,” so I’m obligated to acknowledge my source. But, I’m not really...
by David Spaulding | Jun 2, 2017 | GIPS 20/20, GIPS, Global Investment Performance Standards, Investment Performance Guy
In case you haven’t heard, the Global Investment Performance Standards (GIPS®) are going to have a rather major “make over.” It’s planned for 2020, and so to take advantage of the uniqueness of this particular year, it’s being referred to...
