by admin | Jun 6, 2012 | Investment Performance Guy, News
Earlier this year I spoke at the New York Society of Security Analysts (NYSSA) on a panel with Leah Modigliani and Jonathan Boersma; our topic was “marrying performance and risk.” I think the highlight of the evening was the chance to hear the co-developer...
by admin | Jun 5, 2012 | Investment Performance Guy, News
I am working on my doctoral dissertation (hoping to have it completed by the end of the year), and wanted to cite comments I’ve made regarding my questioning of the value of having security level attribution, but can’t find anything in writing. This...
by admin | Jun 2, 2012 | Investment Performance Guy, News
TSG held its 10th annual North America Performance Measurement, Attribution & Risk Conference last month at the Ritz Carlton in Philadelphia; it was EXTREMELY well received, as evidenced by the comments made by both participants and cosponsors.We had record...
by admin | Jun 1, 2012 | Investment Performance Guy, News
The May 31, 2012 issue of FundFire reported that the majority of participants of a recent poll support making compliance with the Global Investment Performance Standards (GIPS(R)) mandatory. I object!Actually,I STRONGLY OBJECT!I have never been a fan of being...
by admin | May 31, 2012 | Investment Performance Guy, News
TSG’s latest book, TSG’s Guide to the Performance Presentation Standards (Spaulding, Simpson & Schneider) includes 10 steps for firms to achieve compliance with GIPS(R) (Global Investment Performance Standards). I thought I’d share them with...
by admin | May 28, 2012 | Investment Performance Guy, News
Kind of odd, I think, to wish someone a “Happy Memorial Day,” since the day’s real purpose is to honor those American military men and women who “paid the ultimate sacrifice,” by dying for their country in battle, to protect our freedom....
