by admin | Aug 14, 2010 | Investment Performance Guy, News
An interesting question was posed to me recently; one that I hadn’t previously thought about. A client who wants to become compliant with the Global Investment Performance Standards (GIPS(R)) has three strategies, each of which has been in existence for 20...
by admin | Jul 22, 2010 | Investment Performance Guy, News
I’m reviewing a client’s performance measurement system and came across an interesting example of how negative market values can wreak havoc with your reporting. What I’ll be showing aren’t exactly the numbers, but the problem is the same. We...
by admin | Jul 21, 2010 | Investment Performance Guy, News
What a blog title, huh? Anyway, you’ll soon get my point. In last night’s game against the Cleveland Indians, with men on first and second and one out, the Minnesota Twins did what they’re supposed to do: move the runners along. And so, they had...
by admin | Jul 18, 2010 | Investment Performance Guy, News
The sources of inspiration for blog pieces seems almost infinite. Today, while reading the bible, I found the above quote (it’s from the book of Ecclesiastes, Chapter 7, verse 29). Men (and women), in general, obviously have many calculations to draw upon; and...
by admin | Jul 2, 2010 | Investment Performance Guy, News
Palm Beach, Florida-based money manager Carl Domino, Inc. typically sends notes preceding various holidays, and this week was no exception. I was one of the many fortunate ones who received this greeting: July 4th is an important day in America’s history. A day where...
by admin | Jul 1, 2010 | Investment Performance Guy, News
I taught our Introduction to Performance Measurement course yesterday and one student asked how one might know whether, if the tracking error is high, it is because of (a) active management or (b) the wrong index being used? I don’t believe there’s a...
