by TSG | Apr 16, 2015 | performance measurement
Carsten V. Berg Carsten V. Berg has a master degree in economics from the University of Copenhagen and a graduate diploma degree from Copenhagen Business School. He has more than 10 years experience in risk and financial performance analysis from the financial sector....
by David Spaulding | Apr 6, 2015 | Investment Performance Guy, performance measurement
Seriously, does this lineup look like folks you’d want to buy a used car from? Perhaps not, but it’s a group that did share some interesting insights last week regarding investment performance analysis. Investment Performance Analysis Webinar, sponsored by...
by David Spaulding | Mar 31, 2015 | GIPS standards, Global Investment Performance Standards, Investment Performance Guy, performance measurement
Perhaps it’s just me, but sometimes I have a difficult time reading the presentations and policies that are given to me to review during a GIPS(R) (Global Investment Performance Standards) verification. The chosen font size is just TOO small. Case in point (and...
by David Spaulding | Mar 19, 2015 | GIPS, Global Investment Performance Standards, Investment Performance Guy, performance measurement
In a recent blog post I mentioned that I will comment on grammar when I conduct a GIPS® (Global Investment Performance Standards) verification. Let’s take a moment and review some of the mistakes I often find. Technically, these aren’t GIPS Common Errors,...
by David Spaulding | Mar 4, 2015 | GIPS standards, Investment Performance Guy, performance measurement
Imagine you’re making a cake, and that you have the recipe in front of you. You follow the instructions, step-by-step. But, at the end, your cake doesn’t taste and/or look right. How come? Well, the baker who came up with the recipe failed to include some...
by David Spaulding | Feb 12, 2015 | Investment Performance Guy, performance measurement
Many asset managers have “unsupervised assets.” These arise when a client tells you “don’t sell the 1,000 shares of my IBM stock.” [Isn’t it funny that IBM is typically used as the example? Well, I might as well continue the...