by TSG | May 22, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting
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by TSG | Apr 25, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting
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by TSG | Jan 30, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting
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by TSG | Dec 4, 2023 | performance measurement
The 27th Annual GIPS® Standards Conference was held October 17-18 in Chicago. TSG was there and found the conference enjoyable (it was great seeing everyone) and educational. Over the next few weeks, we will share some key takeaways from the conference, starting...
by TSG | Dec 4, 2023 | performance measurement
SEC Marketing Rule — Lessons Learned The financial landscape is constantly evolving, and so are the regulations governing it. One such significant development is the SEC Marketing Rule, a set of guidelines investment firms must adhere to when presenting performance...
