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The SEC Takes Action Against Firm Misprepresenting Their Compliance With the GIPS Standards

by David Spaulding | Jun 4, 2014 | Investment Performance Guy, News

The SEC has taken action against ZPR Investment Management, a Florida separate-account money manager. InvestmentNews provides a synopsis of what the case involves. The article reports that  “Max E. Zavanelli — a portfolio manager who has compared his success at...

And so, how many levels ARE THERE to GIPS verification?

by David Spaulding | May 29, 2014 | Investment Performance Guy, News

Five Keys to Provide the Right Performance Information

by David Spaulding | May 29, 2014 | Investment Performance Guy, News

We are and have been in the “information age” for some time, but we’re arguably still struggling with it. There have been massive reports about the massive amount of information we’re subjected to on a daily basis. Many (probably all of us) are...
A reason for performance measurement professionals to celebrate!

A reason for performance measurement professionals to celebrate!

by admin | Apr 16, 2014 | Investment Performance Guy, News

The Wall Street Journal posted the following yesterday: Well, to me this is a reason for performance measurers to celebrate.  Why?, you might ask: because:   we’re mathematicians.  Wikipedia defines a mathematician as “a person with an extensive knowledge...
Buddy, can you spare … two minutes? Our “mini” survey won’t even take THAT long! And yet, your views are highly desirable

Buddy, can you spare … two minutes? Our “mini” survey won’t even take THAT long! And yet, your views are highly desirable

by admin | Apr 15, 2014 | Investment Performance Guy, News

We’re wrapping up our “mini” GIPS® survey, but first want to hear from you! It’s REALLY fast to do; we only ask four questions: 1. Your Name/ Company/ Title 2. Does your firm currently claim compliance with the GIPS® standards? 3. Do you want...
What performance measurers can learn from golf

What performance measurers can learn from golf

by admin | Apr 10, 2014 | Investment Performance Guy, News

I took most of this week off so that a friend of mine and I could go to the Masters golf tournament in August, GA. Our wives came along, though they stayed at our hotel location (in Savannah, GA) while we headed to yesterday’s final practice round and par-3...
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