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....
by admin | May 22, 2013 | Investment Performance Guy, News
I recently shared some details about this year’s PMAR XI. I touched on a fraction of our speakers and topics. Today, I want to candidly share with you two things I didn’t like.First, we learned that there will not be a GIPS 2015. I previously mentioned...
by admin | May 21, 2013 | Investment Performance Guy, News
I’m a little late in posting, as PMAR Day 2 was last Friday, but I’ve been recovering from a busy and exciting event. I think there was little doubt that this year’s program was the best, yet! It makes it difficult to continue our goal of always...
by admin | May 17, 2013 | Investment Performance Guy, News
Yesterday was the first day of the 11th annual Performance Measurement, Attribution & Risk Conference at the Ritz Carlton Hotel in Philadelphia. As expected, we had great speakers who provided a wealth of information and insights.The session kicked off with our...
