by admin | Jan 30, 2013 | Investment Performance Guy, News
I had a discussion this week with a firm that is thinking of bringing someone on. That person meets two of the three criteria for GIPS(R) (Global Investment Performance Standards) portability:Substantially all the decision makers are coming alongWill...
by admin | Jan 25, 2013 | Investment Performance Guy, News
I recently interviewed Phil Page of Cardano for The Journal of Performance Measurement(r), regarding the all-too-common situation that many (most?) pension funds, both private and public, are facing: underfunding. Phil identified three possible solutions:1) increase...
by admin | Jan 24, 2013 | Investment Performance Guy, News
I recently finished Michael J. Mauboussin’s newest book, The Success Factor: Untangling Skill and Luck in Business, Sports, and Investing, and strongly recommend it. He raises a great deal of interesting points, and I hope to interview him for The Journal of...
by admin | Jan 22, 2013 | Investment Performance Guy, News
Nobel prize winner Daniel Kahneman, and his long-time colleague, Amos Tversky (who would have been awarded the Nobel Prize, too, but sadly was deceased at the time the prize was awarded), wrote an article for the Psychological Bulletin in 1971 titled “Belief in...
by admin | Jan 17, 2013 | Investment Performance Guy, News
The concept of orienting your investing so that it’s geared to the client’s requirements is getting more attention of late. P&I had an article on this subject in their November 12, 2012 issue, and Steve Campisi, CFA has addressed this at several...
by admin | Jan 15, 2013 | Investment Performance Guy, News
We received an interesting question from a client, which seem appropriate to discuss here:We have an issue where we are going back and forth with our custodian regarding the proper treatment for a transition:Manager B is scheduled to receive assets from Manager A at...
