by admin | May 17, 2012 | Investment Performance Guy, News
We cannot say much about this, yet, but since it appeared on the CNBC website yesterday, I’ll share the brief info they have.Yes, TSG and Brightscope have some great news which will be released next week.More details to follow.
by admin | May 16, 2012 | Investment Performance Guy, News
I got an email this week from someone who wanted to know the difference between Modified Dietz and Modified BAI. Briefly:They are both approximations to the true, time-weighted rate of returnThey are both based on the concept of linking money-weighted returns to...
by admin | May 10, 2012 | Investment Performance Guy, News
After several months of design, preparation, planning, review, etc., TSG’s new website has been officially launched!Many thanks to Patrick Fowler and Chris Spaulding for heading up this effort: it looks great!As you might expect, with the new site a number...
by admin | May 7, 2012 | Investment Performance Guy, News
It occurred to me that a choir might be a good metaphor for rating agencies; at least to some extent.Recall that certain rating agencies got blasted because they frequently awarded their highest ratings to pools of subprime mortgages, which on their...
by admin | May 6, 2012 | Investment Performance Guy, News
I just checked in on Linkedin and discovered two of my connections posting about ethics:Jay Abraham: “ETHICS: You have to distinguish yourself and operate at the highest level of ethics, of integrity, of veracity. If you lower yourself to the level of a...
by admin | May 4, 2012 | Investment Performance Guy, News
Okay, so your client has a restriction against you buying tobacco stocks, but you accidentally did. You now have to sell this stock, but because the price has dropped, your client is out some money. And so, you decide to “make it right,” and...
