by admin | Oct 13, 2011 | CIPM, CIPM Exam Tips & Tricks, CIPM expert, CIPM Principles, duties to employer, ethics, loyalty
A Principles Level candidate asked me for an interpretation of the following ethics related question from one of the practice exams:Angela Schneider, an equity analyst at Isotonic Asset Management, joins the board of trustees of the Lightship Foundation, a large...
by admin | Oct 4, 2011 | CIPM, CIPM expert, CIPM Principles, composite dispersion, external dispersion, GIPS, internal dispersion, Standard Deviation, TI BA II Plus, tracking error
CIPM candidates are required to be able to calculate standard deviations for several purposes, including:the dispersion of annual portfolio returns within a composite (internal dispersion)the variability of a composite’s past 36 months of returns (external...
by admin | Oct 2, 2011 | CIPM, CIPM exam prep, CIPM expert, CIPM Principles, GIPS, TSG
On this coming Monday, October 3, 2011, I will be hosting our next webcast, which will be an open Q & A (question and answer) session for candidates preparing for the CIPM exams (both Principles Level and Expert Level).The session is free for CIPM candidates that...
by admin | Apr 28, 2011 | carve-outs, CIPM, CIPM expert, CIPM Principles, GIPS
A CIPM Principles Level candidate emailed the following question to me:I was wondering if you could answer this question for me:For Session 8 Q&A 7 Composite definition, how can carve-outs, included in composites prior to January 1, 2010, without separately...
by admin | Apr 28, 2011 | actual investment management fees, CIPM, CIPM Principles, GIPS, model investment management fees, net-of-fees return
A CIPM candidate emailed me a question today regarding one of the exercises found in the Principles Level, in the interactive portion of the curriculum materials. This question is found in Study Session VII and is question 10:Langerton Asset Management has complete...
by admin | Apr 11, 2011 | annualization, CIPM, CIPM expert, CIPM Principles, exponents, geometric linking, roots
Sometimes when we are calculating returns, we need to know the meanings of roots and exponents. This may be especially true when we have to enter things on the calculator, like CIPM candidates are required to do on exams.In mathematics, the n-th root of a number x is...
