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...
by admin | Jun 28, 2011 | Investment Performance Guy, News
For today’s post I’m taking a different tact, and presenting a situation we’re facing this week, to see what ideas you can provide. I’m visiting two clients in Boston over a three-day period, and then a third in Chicago. Here’s my...
by admin | Jun 20, 2011 | Investment Performance Guy, News
In the current issue of The Journal of Performance Measurement(R), we have an interview with Dean LeBaron, founder and former chair of Batterymarch. The reason for his selection is that he was a member of the FAF’s (Federation of Financial Advisor’s) Blue...
by admin | Jun 13, 2011 | Investment Performance Guy, News
I stumbled upon an article I had saved from The Wall Street Journal, April 24, 2006 issue titled “Alphabet Soup,” by Karen Hube. The subtitle reads “Financial advisors are adding more titles to their business cards. Do any of these labels really...
