by admin | Sep 12, 2012 | Investment Performance Guy, News
We have already heard from a few folks with their lists of the “top five struggles performance measurement departments face,” and there’s time for more, but soon there won’t be!I posted an invitation last week for readers to submit their lists....
by admin | Sep 11, 2012 | Investment Performance Guy, News
by admin | Sep 11, 2012 | Investment Performance Guy, News
You are probably aware of my habit of referencing anniversaries, especially those ending with a “5” or “0.” Well, this Fall will see The Journal of Performance Measurement(R) begin a new publishing year, but it won’t end with either of...
by admin | Sep 7, 2012 | Investment Performance Guy, News
I just got off the phone with a GIPS(R) (Global Investment Performance Standards) verification client, who is trying to reconcile the settlement and trade date sides of trading. On trade date, they don’t have the cash necessary to make a purchase; but, by...
by admin | Sep 6, 2012 | Investment Performance Guy, News
Our firm’s COO, Patrick Fowler, recently asked us to answer this question:What are the top five struggles performance departments face?Before sharing with you our responses, I thought I’d ask YOU to respond. And to encourage you to do so, we’ll...
by admin | Sep 5, 2012 | Investment Performance Guy, News
I was recently interviewed by Money magazine on the subject of benchmark rebalancing. Let’s say your strategy is 70% equities and 30% bonds, and you are using the S&P 500 for the equity component and the Barclay’s Agg for bonds. At some point, because...
