by admin | Sep 27, 2012 | Investment Performance Guy, News
TSG, BrightScope, and the UAPS (Universal Advisor Performance Standards) board of advisors are continuing to move forward with the review of the first draft of these new standards. We are quite pleased that interest in them continues to grow. And this makes sense, as...
by admin | Sep 25, 2012 | Investment Performance Guy, News
Twenty years ago, I suggested to the then head of the AIMR-PPS(R) (the forerunner to the Global Investment Performance Standards (GIPS(R)), Sue Martin, that someone needed to verify the verifiers, because I was discovering misinformation being shared by a few...
by admin | Sep 21, 2012 | Investment Performance Guy, News
We, at TSG, are very excited about next year’s Performance Measurement, Attribution & Risk (PMAR) conference. This will be our 11th annual in North America, and our fourth annual in Europe. Each year we strive to make it better, and we believe we...
by admin | Sep 21, 2012 | Investment Performance Guy, News
I recently asked readers to submit their view on the “top five struggles” facing performance measurement departments. Seven folks responded. Not surprisingly, there was no single struggle identified by all; in fact, there wasn’t a great...
by admin | Sep 18, 2012 | Investment Performance Guy, News
Yesterday I posted about Jason Zweig’s recent article, that discussed a manager’s questionable past performance that was being shown to prospects; it was based on backtested results. Rick Ferri wrote a Forbes post that also discussed this...