by admin | Jul 31, 2012 | Investment Performance Guy, News
In the past two weeks I’ve conducted two software certifications for TSG clients, and in both cases they had controls to test portfolio returns against specified benchmark tolerances. And, as you might expect, the fact that a portfolio blows...
by admin | Jul 26, 2012 | Investment Performance Guy, News
While exercising this morning, I caught an advertisement on the television for a supplement to help men guard against prostate cancer. I had the sound off, so don’t know what was said, but at one point noticed the following:Results not...
by admin | Jul 25, 2012 | Investment Performance Guy, News
Last week I began to conduct a software certification for a TSG software vendor client. My primary contact mentioned that they changed their policy for timing of cash flows, so that inflows default to start-of-day events, while outflows default to end-of-day (though...
by admin | Jul 24, 2012 | Investment Performance Guy, News
True Confession Time: years ago, when the concept of “supplemental information” was being introduced, I opposed the idea of actually “labeling” this information. While understanding the notion of supplemental is important, I didn’t see...
by admin | Jul 20, 2012 | Investment Performance Guy, News
TSG will host Risk Week this coming fall. It will be a week of daily webinars, covering a variety of risk topics.Risk measurement’s importance to the investment industry has never been greater; thus our belief that a week of daily sessions, conducted by leading...
by admin | Jul 19, 2012 | Investment Performance Guy, News
A TSG verification client recently sent me the following note:Hi Dave, I’m hoping you can answer a questions for us very quickly. Our CCO and I are having a disagreement over whether representative account performance from a composite can be shown alongside the...
