by admin | Mar 21, 2013 | Investment Performance Guy, News
I am pleased to announce that the CFA Institute has published a brief article I wrote, comparing holdings and transaction-based attribution, in their online newsletter.The article is based on research I’m doing for my doctoral dissertation, which I hope to...
by admin | Mar 20, 2013 | Investment Performance Guy, News
One of our GIPS(R) verification clients asked me recently about attribution and mutual funds/ETFs; whether there were special requirements for them. Some thoughts:Remember that with attribution, we align “sets” of securities in the portfolio with...
by admin | Mar 13, 2013 | Investment Performance Guy, News
Performance presentation standards have existed for more than 20 years now. First introduced by the Financial Analysts Federation in the mid 1980s, later taken up by the Association for Investment Management & Research, and now championed by the CFA Institute, the...
by admin | Mar 8, 2013 | Investment Performance Guy, News
This May TSG will hold its 11th annual Performance Measurement, Attribution & Risk Conference. And, for the first time it has a theme: The Superheroes of Performance MeasurementTo make the event extra special, we’re doing some rather unique things, one...
by admin | Mar 6, 2013 | Investment Performance Guy, News
We, at TSG, are very excited about our first “AdToon.” Chris Spaulding, our Executive Vice President of Strategy and Business Development, was responsible for this design project. It provides some great background information about GIPS(R) (Global...
by admin | Mar 5, 2013 | Investment Performance Guy, News
The subject of the appropriateness or ability of plan sponsors to comply with GIPS(R) (Global Investment Performance Standards) has been around since the Standards’ inception; actually earlier, if we include the AIMR-PPS(R). I recall an article in Pensions &...
