by admin | Jun 8, 2013 | Investment Performance Guy, News
When I was in politics I was quoted almost weekly, about one thing or another. And I quickly learned that despite all that you may share with a reporter, you cannot and never will control what is written. Sometimes, what gets quoted is not what you had hoped, while at...
by admin | Jun 6, 2013 | Investment Performance Guy, News
You are probably familiar with the phrase in today’s post title. It’s clearly a “shot” at teachers and professors, is it not?Its presence was inspired by Steve Campisi’s retort to yesterday’s post. It was evident that he is, at...
by admin | Jun 5, 2013 | Investment Performance Guy, News
In the course of some research I came across a working paper by A. Basso and S. Funari (dated September 2001) titled “A generalized performance attribution technique for mutual funds.” Please don’t let the title fool you: this isn’t about...
by admin | May 30, 2013 | Investment Performance Guy, News
A subject that has come up occasionally, but that has gotten little attention (and none formal), is the idea of “performance holidays.”These arise at times when a client makes a significant contribution to their portfolio, knowing that because of the...
by admin | May 29, 2013 | Investment Performance Guy, News
Major League Baseball does this every year, one way or another.That is, each year, based on a batter’s great start in pounding out home runs, a pitcher’s strikeout prowess, or another player’s extraordinary early season feats, someone decides to...
by admin | May 28, 2013 | Investment Performance Guy, News
Last week I mentioned that there will not be a 2015 edition of the Global Investment Performance Standards (GIPS(R)). We’re curious what you think about this. And so, please respond to our survey to share your thoughts. It is VERY brief:Please join in....
