by admin | Nov 12, 2011 | Investment Performance Guy, News
I’m sitting in the Lufthansa business class lounge, preparing to return home, after spending a few days in Budapest, Hungary, where we held our 51st meeting of The Performance Measurement Forum. The reading material includes the WSJ’s European edition...
by admin | Nov 10, 2011 | Investment Performance Guy, News
Motivational speaker Zig Ziglar frequently interjects jokes into his presentations. One deals with a Roman Catholic girl who was asked by her Baptist boyfriend to marry him. This occurred many years ago, when such “mixed marriages” were often frowned upon. When the...
by admin | Nov 5, 2011 | Investment Performance Guy, News
Dippin’ Dots’ claim of being the “ice cream of the future” appears to have been a bit aggressive, as it declared for bankruptcy.Granted, this bold statement was merely their tag line, and perhaps some could foresee ice cream actually...
by admin | Nov 3, 2011 | Investment Performance Guy, News
A client recently asked about the appropriateness of reporting volatility and tracking error, for one and three month time periods, based on daily values. In addition, whether the results should be annualized. He was curious about the “best practices” for...
by admin | Oct 27, 2011 | Investment Performance Guy, News
We’ve discovered a way to enhance performance, at least in the short term: if you have a portfolio begin late in the month, to make the monthly return look better, treat the return as if it was for the full month!What do we mean by this? Well, consider the...
by admin | Oct 24, 2011 | Investment Performance Guy, News
#5 Using the wrong approach to measure, analyze, and report performance and riskThe good news is that there are plenty of great software packages available today, to assist firms with all aspects of their performance and risk measurement. The bad news is that...