by admin | Sep 7, 2010 | Investment Performance Guy, News
I am conducting a GIPS(R) (Global Investment Performance Standards) verification for a client who asks their clients to provide a “personal benchmark.” That is, the return the client hopes to get on an annual basis. Assuming there will be cash flows during...
by admin | Aug 31, 2010 | Investment Performance Guy, News
Earlier this week my TSG colleagues and I went to lunch to celebrate our 20th anniversary in business. And, they presented me with a beautiful pen to commemorate this event.Because we have a decimal (i.e., base 10) system of counting, we focus on years ending with...
by admin | Aug 30, 2010 | Investment Performance Guy, News
It appears at times that reports are designed to convey how smart the sender is. And while this is perhaps not normally the intent, it can nevertheless be the message. Sending a client, for example, the results of a complicated fixed income attribution model, when we...
by admin | Aug 23, 2010 | Investment Performance Guy, News
The above quote comes from Nassim Taleb’s Fooled by Randomness, which I started to read over the weekend while vacationing at the Jersey Shore (light reading). I’m finding that the book, as with his later Black Swans, has many interesting insights. But...
by admin | Aug 19, 2010 | Investment Performance Guy, News
I want to thank William McKibbin for introducing me to a new word: parallax. He used it in a response to one of my recent posts and I must admit that I was forced to look up its meaning, because it was new to me. Dr. McKibbin has a blog which I frequently visit, and...
by admin | Aug 16, 2010 | Investment Performance Guy, News
Last week I interviewed Northfield Information Services’ founder and president, Dan diBartolomeo for The Journal of Performance Measurement(R). Dan shared many insights with me, and I’m sure our readers will find his thoughts and comments quite compelling....
