by admin | Mar 8, 2012 | Investment Performance Guy, News
On a recent drive to and from a GIPS(R) (Global Investment Performance Standards) verification client, I began to listen to a book on Einstein and some of his friends, which included Kurt Gödel. I don’t recall hearing of Gödel before, but do recollect his...
by admin | Mar 6, 2012 | Investment Performance Guy, News
In today’s WSJ, on page C1 there’s an article titled “You Hear That? It’s Quiet…Too Quiet,” that mentions that it’s been 45 trading days without a 100-point decline in the Dow, which is apparently the longest stretch since...
by admin | Feb 29, 2012 | Investment Performance Guy, News
In today’s Financial Times, there’s a front page article that provides a ranking of the top hedge fund managers, by the dollars in profit they’ve produced. It points out that Ray Dalio (Bridgewater Pure Alpha) has surpassed the legendary George...
by admin | Feb 29, 2012 | Investment Performance Guy, News
It has been known for some time that Thomson was shopping their PORTIA suite of products. Well, we have just learned that SS&C Technologies has agreed to acquire it for $170 million This is huge news for the industry.I have speculated that SS&C might be...
by admin | Feb 28, 2012 | Investment Performance Guy, News
Last November’s WSJ’s had a Jason Zweig article in which he reminded us of Charles Mackay’s ’41 book on market bubbles, whose title serves as this post’s title. He pointed out how the author himself was fooled, just shortly after his book...
by admin | Feb 25, 2012 | Investment Performance Guy, News
The Journal of Performance Measurement(R) is beginning a series on performance measurement professionals, and we need your help to identify the folks we should include. We plan to focus on one or two people in each issue, but want the list to be driven by input from...
