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...
by admin | Sep 4, 2012 | Investment Performance Guy, News
A GIPS(R) (Global Investment Performance Standards) verification client sent me this question, just before our Labor Day weekend break (and I’ll paraphrase): if we change or remove supplemental information, must we disclose it?Neither the Standards nor the...
by admin | Aug 30, 2012 | Investment Performance Guy, News
I will host a webinar on Monday, September 17, at 11:00 AM EST, titled “The Ten Most Common Mistakes GIPS Compliant Firms Make.” This is a FREE webinar, but space is limited, so please contact us soon (either by calling 732-873-5700 or emailing Patrick...
by admin | Aug 29, 2012 | Investment Performance Guy, News
The headline in today’s Home News Tribune (a central New Jersey newspaper) is titled “Probe: Teachers enabled cheating.” It points out how last year Woodbridge administrators and teachers were celebrating because New Jersey...
by admin | Aug 28, 2012 | Investment Performance Guy, News
It’s election time here in the United Staes, so it’s appropriate to cite a few of our presidents. America’s 37th president (Richard Nixon) is often recalled for his “let me make this perfectly clear” line. Our 42nd president (Bill...
