by admin | Jul 21, 2011 | Investment Performance Guy, News
The next few months will see me doing a fair amount of public speaking.Next Monday I will host our firm’s monthly webinar, when I’ll discuss at length the subject of GIPS(R) (Global Investment Performance Standards) Performance Examinations.Later that week...
by admin | Jul 19, 2011 | Investment Performance Guy, News
More than 10 years ago we held a Performance Measurement Forum meeting at the W Hotel in Los Angeles. Our meeting room abutted the swimming pool, and I happened to notice famed artist LeRoy Neiman sitting in the pool area. I mentioned this in the meeting, and later...
by admin | Jul 12, 2011 | Investment Performance Guy, News
Not me, but we (our firm, TSG, that is), are tweeting away. We have decided to create a Twitter account, meaning that we will be tweeting news and informational items we feel have interest to our friends and colleagues. Dave Mory, our sales associate and resident...
by admin | Jul 8, 2011 | Investment Performance Guy, News
The Advent Users Group is hosting a compensation survey, which is open to all. We invite you to join in.Our firm regularly does surveys ourselves, so we know how important it is to encourage individuals to participate. And we’re happy to support the AUG in their...
by admin | Jul 6, 2011 | Investment Performance Guy, News
Although I’m technically on vacation this week, I came into the office to wrap up a report for a client I visited last month. I did a review of their entire performance operation, which resulted in a recommendation that they move forward with a software search....
by admin | Jul 1, 2011 | Investment Performance Guy, News
Recall that on Tuesday I posted what I described as a “brain teaser,” involving the allocation of flight costs across three clients in two cities. The total cost is $710.10. Let’s begin with some suggested solutions.Allocate evenly: one-third to...
