by admin | Sep 6, 2013 | Investment Performance Guy, News
I recently conducted a “non-GIPS(R)” verification for a client’s sector returns. They have sliced up their portfolio in a dozen ways (e.g., U.S. growth and value; small, mid, and large cap; emerging markets) and presented returns for a multi-year...
by admin | Sep 5, 2013 | Investment Performance Guy, News
We have known Mark a long time, and respect and like him a great deal. We know that he will be a great addition to our team, and are anxious for him to join us. This new position demonstrates our commitment to the European market, and our desire to expand our services...
by admin | Sep 4, 2013 | Investment Performance Guy, News
Last week I offered a theory as to why retail investors may not be interested in rates of return, and it resulted in numerous comments from readers. As I was preparing this post, I read the following in an “Op Ed” piece in today’s WSJ, by David R....
by admin | Aug 31, 2013 | Investment Performance Guy, News
Memorial Day is the “official” start of summer,and Labor Day the official end, despite the fact that both are technically off. But starting next week, we will pretty much return to “business as usual.” Hoping you and your family had an...
by admin | Aug 27, 2013 | Investment Performance Guy, News
I often hear from those who serve the retail market that they are rarely asked for their rates of return; this seems a bit odd, as it would make sense for investors to want to inquire into a prospective manager’s track record.An article in this past...
by admin | Aug 26, 2013 | Investment Performance Guy, News
As grandparents of two boys (ages four and soon-to-be two), my wife and I have become acquainted with the television show “Yo Gabba Gabba.” A regular feature is called “cool tricks,” where a guest displays something they think is,...
