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...
by admin | Jun 26, 2013 | Investment Performance Guy, News
I wrote an article for Pension & Investments regarding the expansion of the GIPS(R) standards (Global Investment Performance Standards) to plan sponsors. It was recently published and appears in the June 10 edition. I am very excited that it got published; not...
by admin | Jun 26, 2013 | Investment Performance Guy, News
In this month’s soon-to-be-published TSG newsletter, I comment a bit about the decision not to have a 2015 edition of the Global Investment Performance Standards (GIPS(R)), and provide the results (meager as they may be) from a mini (talk about an accurate...
by admin | Jun 25, 2013 | Investment Performance Guy, News
Ernie Ankrim’s March-April ’92 FAJ “Risk-Adjusted Performance Attribution” article is one that I came across in my doctoral research. So far it’s the only one I’ve found that addresses this topic (I reached out to Ernie in the hopes...
by admin | Jun 21, 2013 | Investment Performance Guy, News
The EMEA chapter of the Performance Measurement Forum held its Spring meeting in Brussels this week, and as usual, it was fun and informative. Because of the frequent use of the term “best practice,” I asked the members to offer their definitions of this...
