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...
by admin | Oct 20, 2011 | Investment Performance Guy, News
#3 Not training your staffEntrepreneur magazine cited lack of staff training as one of the top reasons companies fail. As consultants to many types of firms (e.g., asset managers, custodians, software vendors, pension funds, endowments), we often encounter cases where...
by admin | Oct 15, 2011 | Investment Performance Guy, News
This weekend’s WSJ has two stories, reflecting opposite views.Michael M. Phillips’ “The Old Soldier Who Didn’t Fade Away” tells the story of a 59-year old U.S. Army staff sergeant who is currently deployed in Afghanistan. He has my...
