by admin | Jul 4, 2012 | Investment Performance Guy, News
It has become fashionable here in the United States to move holidays to a Monday or Friday, so as to have a three-day weekend. This has happened with Memorial Day and Veterans’ Day, for example. I was born on Veterans’ Day (what used to be Armistice Day),...
by admin | Jun 29, 2012 | Investment Performance Guy, News
I had a recent conversation about the UAPS (Universal Advisor Performance Standards), which provides the ability for a compliant firm to show a representative (“rep”) portfolio’s performance. I mentioned that the white paper is a draft and subject to...
by admin | Jun 28, 2012 | Investment Performance Guy, News
At TSG’s PMAR Europe conference earlier this month, one speaker suggested that Bill Sharpe’s revised eponymously named risk-adjusted return is more typically employed than the original. While I don’t have a lot in the way of empirical...
by admin | Jun 25, 2012 | Investment Performance Guy, News
“It’s good to be king” (King Louis XVI, from History of the World, Part I)Responsibility for crafting rules can be quite a challenge, hefty responsibility, and difficult undertaking. It’s so easy for things not to work out as we’d...
by admin | Jun 24, 2012 | Investment Performance Guy, News
Surely I am not the only one whose reaction to this photo and caption on the front page of this weekend’s WSJ was different than what was intended.”Germany Celebrates Greek Exit”?!?!?!From what? The Euro?Nah. From the European Cup. I was in Dublin...
by admin | Jun 20, 2012 | Investment Performance Guy, News
While a number of senior performance measurement professionals have taken and passed the CIPM® (Certificate in Investment Performance Measurement) exams (e.g., Carl Bacon, Sandra Hahn-Colbert, Douglas Lempereur, Annie Lo, Neil Riddles, Debi Rossi, Tim Ryan, Jed...
