by admin | Feb 13, 2013 | Investment Performance Guy, News
I am listening to Dale Carneige’s How to Win Friends & Influence People, a book I read about 15 years ago, and wish I had read 40 years ago. In it, he references this little poem, which I think all parents can benefit from. I wish I had heard it 40...
by admin | Feb 12, 2013 | Investment Performance Guy, News
I purchased Nate Silver’s The signal and the noise a few months ago, and it’s been patiently waiting for me to crack its cover. Well, I finally did, and I am very much enjoying it, as I suspected I would (it was reviewed last year in the WSJ).I will no...
by admin | Feb 8, 2013 | Investment Performance Guy, News
One of our verification clients has the following situation, which I think is interesting. They have a client who has their money invested in three classes: equities, bonds, and real estate. Because the firm wishes to utilize carve-outs, they’ve constructed...
by admin | Feb 7, 2013 | CIPM Exam Tips & Tricks, Investment Performance Guy, News
This blog post summarizes the changes at the Expert Level of the “New CIPM Program.”Expert LevelLast year, the topic area weights were broken into three broad areas:Ethics and Professional Standards (15%)Performance Evaluation (50%)GIPS (35%)Ethics is...
by admin | Feb 7, 2013 | Investment Performance Guy, News
Last year, TSG announced its intention to contribute a portion of the sale of (1) a book that was missing part of the reference section (Handbook of Investment Performance Measurement, 2nd edition), which we offer at a huge discount (turning lemons into...
by admin | Feb 6, 2013 | Investment Performance Guy, News
We thought the industry pretty much agreed that compliance with the Global Investment Performance Standards (GIPS®) was a virtual requirement for asset managers targeting the institutional market, especially in the States, but we’ve recently encountered a couple firms...
