by admin | Jul 4, 2013 | Investment Performance Guy, News
The markets in the United States are closed today, in observance of July 4th. July 4th has a special personal meaning for me, for that’s the day in 1970 that I met the young lady who would (two years later) become my wife; we have been married for over 40 years...
by admin | Jul 3, 2013 | Investment Performance Guy, News
TSG remains big fans of the CIPM(R) program, and so, we are posting details that were recently sent out via an email from the CFA Institute. Building a better investment industry starts with you. By referring a colleague to the newly enhanced CIPM...
by admin | Jul 2, 2013 | Investment Performance Guy, News
A TSG verification client contacted me with a non-GIPS(R) (Global Investment Performance Standards) related question, which I want to share with you, as I think it has wide applicability.They have a commingled vehicle that restricts cash flows to always occur on the...
by admin | Jul 1, 2013 | Investment Performance Guy, News
As noted last week, firms that comply with the Global Investment Performance Standards (GIPS(R)) are now given the opportunity to no longer disclose composite name changes when they are deemed to be no longer “relevant and meaningful.” I think it’s...
by admin | Jun 28, 2013 | Investment Performance Guy, News
We are discovering new changes to GIPS(R) (Global Investment Performance Standards) that have been introduced through the most unusual ways: not as part of the Standards, but simply as Q&As or notes. How are we to learn of these? I guess by reading the...
by admin | Jun 27, 2013 | Investment Performance Guy, News
When I was mayor of the Township of North Brunswick (NJ: 2000-2003), I commented how I could envision the huge potential benefits that would accrue in 2010, when the town’s debt obligations would drop significantly (the idea of offering a sizable tax decrease to...
