by David Spaulding | Feb 22, 2016 | examinations, GIPS, Investment Performance Guy, performance examinations, performance measurement, verification
How a Latin phrase makes its way into performance measurement On my way to conduct a GIPS(R) verification, I was listening to Buckley and Mailer: The Difficult Friendship That Shaped the Sixties, by Kevin M. Schultz. As the book’s title suggests,...
by David Spaulding | Feb 5, 2016 | GIPS, Global Investment Performance Standards, Investment Performance Guy, performance measurement
A new GIPS guidance statement has arrived There’s a new sheriff in town (in the form of a new GIPS guidance statement), and he’s carrying some seriously new proposed requirements for GIPS(R) (Global Investment Performance Standards) compliant firms who are...
by David Spaulding | Jan 19, 2016 | Investment Performance Guy, performance measurement
This post may be a bit of a stretch, but hoping you’ll find it of interest, nonetheless. It’ll show how game theory can tie into performance measurement. My wife and I are big fans of the television game show, Jeopardy. We watch it each night, and record...
by David Spaulding | Dec 15, 2015 | Investment Performance Guy, rates of return
Today’s Wall Street Journal has two front page articles that deal with security valuation problems. “Investors Abandon Risky Funds” addresses the recent drop in the prices of high yield bonds. We find the following: “Some investors reported...
by David Spaulding | Dec 9, 2015 | Investment Performance Guy, performance measurement
Our colleague and friend, Marshall Smith, CIPM of First Rate, recently posted the question that appears above, “Isn’t Performance Measurement Just Math?,” on LinkedIn. This, in turn takes you to their blog, where Marshall addresses this topic....
