by admin | Dec 27, 2013 | Investment Performance Guy, News
In yesterday’s Wall Street Journal there was an article regarding the impact of the so-called “Volker Rules” on small banks (“Banks Play Small Ball Vs. Volker,” by Andrew B. Johnson and Andrew Ackerman). In it we find the following:...
by admin | Dec 24, 2013 | Investment Performance Guy, News
I am taking this week and next week off, so won’t be posting very much. My office closed early today, and will close early on New Year’s Eve. And, of course we’ll be closed tomorrow and New Year’s Day.2013 has been a grand year for our company...
by admin | Dec 19, 2013 | Investment Performance Guy, News
John Simpson, CIPM and I are each (individually) teaching our Fundamentals of Performance Measurement course this week to two different clients: CalPERS in California and Florida State Board of Admin in, well, Florida, where else? One topic we take up is...
by admin | Dec 18, 2013 | Investment Performance Guy, News
We are putting the “final touches” on The Journal of Performance Measurement’s (R) Supplement issue, that will include summaries of two of our surveys: attribution and presentation standards. While writing my letter (as publisher), I realized that...
by admin | Dec 17, 2013 | Investment Performance Guy, News
It is with deep sadness that I inform you of the death of Frank Desharnais. Frank was a bona fide performance measurement professional: with more than 25 years in our industry, Frank held leadership roles at Lazard Asset Management, Deutsche Asset Management,...
by admin | Dec 13, 2013 | Investment Performance Guy, News
Nine years ago I was reviewing a client’s performance system, and noticed on one of their reports they showed “annualized” and “cumulative” returns for the prior one, two, three, five, … years. It struck me as quite odd that...
