by admin | Dec 7, 2010 | Investment Performance Guy, News
My wife got me a huge wall map for my birthday to annotate where I’ve traveled. It’s pretty cool and will adorn one of my walls in my office. It comes with magnetic pins just for this purpose. And so, what’s the point?Well, just to mention that one...
by admin | Dec 3, 2010 | Investment Performance Guy, News
We held the Fall meeting of the Performance Measurement Forum this week in Dallas, Texas; as usual, there was great discussion and much to learn. The highlight may have been a tour of the new Dallas Cowboys stadium. One of the things I learned was a technique in...
by admin | Nov 29, 2010 | Investment Performance Guy, News
Jason Zweig’s piece in this weekend’s Wall Street Journal serves many purposes, one being a clue as to why it’s so difficult to beat indexes. It occurred to me some time ago that the index designers must be exceptionally talented at constructing...
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,...
