by admin | Mar 4, 2013 | Investment Performance Guy, News
This is not intended as an excuse, BUT, this is a very busy time of the year for us, as this is when we do most of our verifications. And so, our February newsletter got delayed. And then, it became a bit of a “rush,” and I failed to remember to provide a...
by admin | Mar 1, 2013 | Investment Performance Guy, News
I was chatting with one of our software certification clients recently, and we got to discussing what qualifies a system as being a “GIPS(R) (Global Investment Performance System)” system?As I often do, I searched for a metaphor (some would say, analogy),...
by admin | Feb 27, 2013 | Investment Performance Guy, News
GIPS(R) (Global Investment Performance Standards) compliant firms routinely establish minimums for accounts to be included in composites. The minimum is the threshold, below which, the account is not representative of the strategy. But when should an account that...
by admin | Feb 22, 2013 | Investment Performance Guy, News
Reminder: there is still time to sign up for this month’s TSG webinar, which is on “nested attribution” (aka, balanced attribution).Tricia Nelson, CIPM and I will discuss common challenges, and a method that works!Please contact Chris Spaulding or...
by admin | Feb 22, 2013 | Investment Performance Guy, News
I came across a recent Forbes blog post about the shortcomings of spreadsheets. This is something we’ve addressed here, as well, and seeing it inspired me to once again add some comments.This post mentions the apparent use of spreadsheets to calculate Value...
by admin | Feb 21, 2013 | Investment Performance Guy, News
A client sent me a note recently asking how they can incorporate their advisory assets’ performance into their GIPS(R) (Global Investment Performance Standards) materials. It is becoming clear that the market sees appeal in UMA (Universal Managed...
