by TSG | Feb 22, 2025 | compliance, GIPS, OCIO GIPS, Performance Perspectives Newsletter, SEC Marketing Rule
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by TSG | Feb 19, 2025 | attribution, fixed income attribution, Investment Performance Guy
Guest Author: Stephen Campisi, CFA, The Pensar Group A growing consensus for lower expected returns in equity is causing investors to turn to fixed income as an increasingly-attractive source of risk-adjusted returns. One survey of investment firms estimates large cap...
by TSG | Jan 13, 2025 | 2020 GIPS Standards, GIPS, Global Investment Performance Standards, Investment Performance Guy, News, OCIO GIPS
Guidance Statement for OCIO Portfolios – TSG’s Key Takeaways and Summary Author: Jennifer Barnette, CIPM The CFA Institute has introduced a new Guidance Statement specifically for Outsourced Chief Investment Officer (OCIO) firms, providing a tailored framework...
by TSG | Jan 10, 2025 | compliance, GIPS, OCIO GIPS, Performance Perspectives Newsletter, SEC Marketing Rule
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by TSG | Dec 13, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting
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