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...
by admin | Sep 17, 2012 | Investment Performance Guy, News
In this past weekend’s WSJ, Jason Zweig once again provided fodder for our use. In “Protecting Your Bucket,” he describes the practices of RJL Wealth Management, who provides investors with hypothetical performance. The SEC appears to have some...
by admin | Sep 14, 2012 | Investment Performance Guy, News
This coming Monday, September 17, from 11 AM to 1 PM, I will host a webinar titled The 10 Most Common Mistakes GIPS Compliant Firms Make. This webinar is free!My colleague, John D. Simpson, will host a webinar on Tuesday, September 25, starting at 12 noon (EST). It is...
