by admin | Dec 27, 2012 | Investment Performance Guy, News
We often get questions about a problem all asset managers face: a client requests you to sell some of his/her/their securities, to free up cash that they plan to withdraw. Between the time that the cash is created and it’s finally taken by the client, it’s...
by admin | Dec 26, 2012 | Investment Performance Guy, News
A recent WSJ headline referenced one major bank’s problems as regulators challenge its risk management practices. This made me think of comments I usually make during our firm’s Fundamentals of Performance Measurement course, when I touch on risk...
by admin | Dec 24, 2012 | Investment Performance Guy, News
This has been quite a year. We’ve had our ups, and our downs, just like all years. Overall, TSG had a great year. Our verification practice continues to grow, and our GIPS(R) verification clients now number more than 100. Our PMAR conferences both had record...
by admin | Dec 21, 2012 | Investment Performance Guy, News
The Spaulding Group’s December newsletter deals with the use of spreadsheets, and their all too frequent use as “systems.” I point out, as I’ve done countless times elsewhere, that they are:time-consumingerror pronecumbersomenot...
by admin | Dec 19, 2012 | Investment Performance Guy, News
When I teach our fundamentals of performance or attribution classes, I often mention how we adopt ideas from other segments of society. Measuring performance, for example, is found in many areas, with sports perhaps being the most thorough (with baseball leading the...
by admin | Dec 15, 2012 | Investment Performance Guy, News
Almost every day I receive questions from clients and others about various aspects of performance and risk. And for the most part I am able to respond, either with my opinion or an answer based on fact.What occurred yesterday in Newtown, CT leaves me, and no doubt...
