by admin | Apr 7, 2014 | Investment Performance Guy, News
This morning, I had to phone in a prescription refill to our pharmacy (CVS). They have an automated system that allows you to enter a number associated with the prescription, which makes the process pretty simple; simple up to one point, at least for me.My wife is...
by admin | Apr 3, 2014 | Investment Performance Guy, News
Yesterday’s WSJ had a book review on The Unpersuadables, by Will Storr. It isn’t clear that I have much interest in the book, though the ideas summarized in the review are intriguing. The reviewer, Michael Shermer, identifies some of the folks highlighted...
by admin | Apr 1, 2014 | Investment Performance Guy, News
Risk measurement is a challenge; risk management, even more so. This video is a great demonstration of properly managing risks. What can we learn from it? I think that we have the vision to be able to see when things aren’t working out as planned or expected,...
by admin | Mar 31, 2014 | Investment Performance Guy, News
We are hosting a “mini” survey, and would like your thoughts, IF your firm claims compliance with the Global Investment Performance Standards. There are really only two questions. It should take you only a minute or so to complete it! The first deals with...
by admin | Mar 26, 2014 | Investment Performance Guy, News
A client sent us a question that I am a bit surprised hasn’t been asked before: which country’s risk-free rate should be used when investing across countries? For example, if a US domiciled investor has a Japan-based asset, when we calculate the Sharpe...
by admin | Mar 21, 2014 | Investment Performance Guy, News
Recall that the GIPS(R) (Global Investment Performance Standards) Executive Committee (EC) issued a “Q&A” that introduces a change to the Standards, allowing firms to remove disclosures of composite name changes after five years. During the recent EC...
