by admin | Aug 12, 2011 | Investment Performance Guy, News
I conducted a consulting assignment earlier this week, where I reviewed a client’s operation, including their approach to calculating and reporting returns. A question came up as to whether or not cash flows can be netted if they occur on the same day. My...
by admin | Aug 11, 2011 | Investment Performance Guy, News
I’ve already mentioned that TSG’s next webinar will be held this coming Monday, August 15 at 11:00 AM EST. I learned today that registration has been phenomenal, and that it will likely set an attendance record for us. And while loads of our verification...
by admin | Aug 3, 2011 | Investment Performance Guy, News
TSG’s next webinar will be held Monday, August 15 @ 11:00 AM EST. The topic will be Excel Tips & Tricks for Performance Professionals. Jed Schneider, CIPM, FRM and Neil Riddles, CFA, CIPM, will provide some of the tips and tricks they have learned in their...
by admin | Aug 1, 2011 | Investment Performance Guy, News
One website I frequently visit is Fox News’ site. Since I’ve given up watching news on TV, my primary sources for news today are the WSJ, Bloomberg’s website, and this one. The Fox News site often has what might be called “human interest”...
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...
