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...
by admin | Feb 20, 2013 | Investment Performance Guy, News
My high school English teachers could give testimony to my general dislike for the subject. I actually believed that as someone who had a natural affection for mathematics, it was expected that I would detest and far from excel in English, grammar, etc....
by admin | Feb 17, 2013 | Investment Performance Guy, News
A Facebook friend of mine responded to the following mathematical puzzle:To learn that you have to be a genius to solve it can cause some anxiety. But in reality, it’s quite simple, though most of those who tried got it wrong. Most people, I fear, are...
by admin | Feb 14, 2013 | Investment Performance Guy, News
Tricia Nelson Bailey, of Waddell & Reed, and I will conduct a webinar later this month (February 26, @ 11 AM EST) on nested attribution.What we mean by nested attribution is the case where the attribution is done down to additional levels. Typically, we see two...
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...
