by admin | Aug 12, 2011 | CIPM, Excel, Excel Tips and Tricks, GIPS, Investment Performance, Microsoft Excel, spreadsheets
Granted, CIPM candidates are not able to use Microsoft Excel during their examinations. But one of the points I make to candidates that attend our CIPM Exam Prep Classes is that I do strongly believe that Microsoft Excel (or a similar spreadsheet software product) can...
by admin | Jun 16, 2011 | certificate in investment performance measurement, CIPM
We just learned that the scoring for the most recent test session for the CIPM (Certificate in Investment Performance Measurement) has been completed, and the results are that 43% of the 185 individuals who sat for the Expert Level passed. At the Principles level, 51%...
by admin | May 25, 2011 | best practice, certificate in investment performance measurement, CIPM, GIPS
The weekend Wall Street Journal rarely fails to provide me with ideas for this blog, and this past weekend was no exception, as Matt Ridley’s article titled “Inconvenient Truths About ‘Renewable’ Energy” made me think about the issue of...
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 | call options, CIPM, CIPM expert
There are several ways that options differ from futures contracts. One of those ways in which they differ is that options are securities that must be acquired in exchange for physical cash. By contrast, in acquiring a futures contract position, one does not need to...
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...
