by admin | Nov 24, 2010 | Investment Performance Guy, News
Happy Thanksgiving to our blog readers. Hope it’s a happy, healthy, and blessed one for you and your family.
by admin | Nov 17, 2010 | Investment Performance Guy, News
I’m teaching our Fundamentals of Performance Measurement course for a client this week and have been asked some interesting questions by the students. One asked why we multiply returns in order to link them. Questions like this require, I believe, a bit of...
by admin | Nov 9, 2010 | Investment Performance Guy, News
We were recently asked by a client to come up with a list of current trends in performance measurement. In collaboration with my colleague John Simpson we propose the following: 1. GIPS 2010(R) 2. We are seeing non-traditional sectors (alternative asset classes,...
by admin | Nov 3, 2010 | Investment Performance Guy, News
Earlier this week I posted on calculating returns for employee stock purchases and promised that this would be addressed at length in this month’s newsletter. Well, our friend (and frequent commenter to this blog) sent me a note, which I want to share with you:...
by admin | Nov 1, 2010 | Investment Performance Guy, News
I got an e-mail question on Friday with the following request: We have a discount stock plan at our firm. You can buy discounted stock at the end of each quarter and can sell it immediately for a 15% profit. The question arises about what your annual return would be....
by admin | Oct 26, 2010 | Investment Performance Guy, News
I recently came across the attached clip from USA Today, which was actually published several years ago (I had saved it). While it may be a bit hard to read, what we are seeing is that one of the judges asked a contestant to “tone it down,” which he did....
