by David Spaulding | Jul 7, 2014 | Investment Performance Guy, News
As reported by Inc. magazine, Glassdoor and market research firm Harris Interactive conducted a survey of 1,000 U.S. employees about degrees and training: “A large majority of respondents–82 percent–said that their undergraduate degree has,...
by David Spaulding | Jun 25, 2014 | Investment Performance Guy, News
A few days ago I made reference to a webinar we recently conducted. I thought it might be helpful to simply provide the formulas here, which go along with the five things mentioned. Modified Dietz Geometric Linking Annualization Standard deviation This is the...
by David Spaulding | Jun 19, 2014 | Investment Performance Guy, News
The May 26, 2014 issue of Pensions & Investments has an editorial titled “The advancement of a bad idea.” It speaks of 11 European Commission member countries who are planning to introduce a financial transaction tax next year. That is not the subject...
by David Spaulding | Jun 17, 2014 | Investment Performance Guy, News
Last night, I conducted a webinar for the Asia/Pacific region, which drew quite a large number of attendees. The session dealt with, as the title suggests, the five things we believe all performance measurement professionals need to know. Well, I’ll reveal the...
by David Spaulding | Jun 5, 2014 | Investment Performance Guy, News
The annual Performance Measurement, Attribution & Risk (PMAR) conferences have been recognized as the best in our industry. But, they only come around once a year. Last month’s saw record attendance and much enthusiasm for PMAR North America in Philadelphia,...
by David Spaulding | Jun 4, 2014 | Investment Performance Guy, News
The SEC has taken action against ZPR Investment Management, a Florida separate-account money manager. InvestmentNews provides a synopsis of what the case involves. The article reports that “Max E. Zavanelli — a portfolio manager who has compared his success at...
