by admin | Jun 19, 2012 | Investment Performance Guy, News
At this year’s PMAR (Performance Measurement, Attribution & Risk) North America and PMAR Europe conferences, I provided an update on research I’m doing, contrasting the results by using monthly holdings-based attribution versus monthly...
by admin | Jun 15, 2012 | Investment Performance Guy, News
Thanks to Philip Lawton for posting this news. Make that, exciting news. As Philip explained, the Canadian Securities Administrators have proposed amendments to the National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations (NI...
by admin | Jun 15, 2012 | Investment Performance Guy, News
The CFA Institute announced earlier this week that 46% of those who sat for the CIPM’s Expert exam passed. Congratulations to these 98 performance measurement professionals who successfully demonstrated their expertise in the various areas of investment...
by admin | Jun 14, 2012 | Investment Performance Guy, News
At yesterday’s TSG PMAR Europe III in London, Stefan Illmer (for) battled John D. Simpson (opposed) on the subject of client reporting standards: Stefan was victorious. Stefan’s victory should not be interpreted as support for the standards, as the vote is...
by admin | Jun 13, 2012 | Investment Performance Guy, News
TSG’s Performance Measurement, Attribution & Risk (PMAR) Europe III conference is this week in London, and yesterday was our first day of the program (we conclude the conference today).In my opening remarks this morning I intend to comment that a common...
by admin | Jun 8, 2012 | Investment Performance Guy, News
I spoke earlier this year on Asset.TV, on a panel that addressed hedge funds, including compliance matters and the potential for them to comply with the Global Investment Performance Standards (GIPS(R)). Lillian Jones, CEO of Jones Emerging Investment Advisors, Inc....
