by David Spaulding | Jun 12, 2017 | mutual funds, bond rating, Investment Performance Guy, past performance, peer group, performance measurement, risk
When I learned of the recent Barron’s article touting the success of an Eaton Vance municipal bond fund, based on the ratings given by two mutual fund peer group providers, a thought immediately occurred to me: it sounded exactly like the problem that...
by David Spaulding | Jun 6, 2017 | past performance, GIPS, Global Investment Performance Standards, Investment Performance Guy, SEC, Securities & Exchange Commission
First, in the spirit of full disclosure … The source for this post is one of our GIPS verification clients. They reached out today, alerting me of what they believed was misleading information as reported by Barron’s. After some discussion and a bit of...
