by admin | Jun 18, 2009 | attribution, money-weighting, Reporting, time-weighting
One area that often comes up in discussions is client reporting. There are no standards on this topic, although some guidance has been offered.Reporting is made complex for a few reasons. First, at times the client dictates what they want, in which case the...
by admin | Jun 4, 2009 | attribution
I was recently sent a note about the issue of calculating attribution on balanced portfolios. There seems to be a lot of confusion about something that really isn’t that difficult.A balanced portfolio consists of two or more asset classes. For our example...
by TSG | Jun 15, 2007 | attribution, Performance Perspectives Newsletter
VOLUME 4 – ISSUE 10 June 2007 Download PDF...
by TSG | May 15, 2007 | attribution, GIPS, Performance Perspectives Newsletter, verification, verifier, Verifier Independence
VOLUME 4 – ISSUE 9 May 2007 Download PDF...
by TSG | Apr 15, 2007 | attribution, GIPS, Performance Perspectives Newsletter, verification, verifier, Verifier Independence
VOLUME 4 – ISSUE 8 April 2007 Download PDF...
