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...
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...
