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...
by admin | Jun 6, 2011 | Investment Performance Guy, News
In his weekend column for The Wall Street Journal, Jason Zweig points out a method that some advisors have apparently used to outperform (or at least increase their chances of outperforming) their benchmark: simply calculate the return of the index without taking...
by admin | May 24, 2011 | Investment Performance Guy, News
When we link money-weighted returns we get time-weighted returns, or more precisely, approximations to time-weighted returns, as discussed in today’s video.
by admin | May 16, 2011 | Investment Performance Guy, News
Today we address subportfolio returns, and why money weighting is the appropriate way to measure them.
