by David Spaulding | Nov 24, 2015 | benchmarks, index, Investment Performance Guy, market index, performance measurement
Too many in our industry are unaware of the increases in benchmark costs. TSG is committed to promoting market index cost transparency, in order to shed increased light on this topic. For some time now, TSG has been working with three leading custodians (BNY Mellon,...
by admin | May 3, 2012 | benchmarks, GIPS, Global Investment Performance Standards, index
A GIPS(R) (Global Investment Performance Standards) verification client was rebalancing their blended benchmark annually and their portfolio monthly. This sparked a whole long discussion with a few colleagues on the appropriate timing for rebalancing. The basic...
