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Crossing return gaps to meet client requests

by David Spaulding | Apr 5, 2017 | gap in performance, Investment Performance Guy, performance measurement, performance reporting, rate of return, rate of return calculations, rates of return

  Return gaps can often occur. And so, there are times when we might want to be able to “cross” them: that is, to extend performance across this gap, so that we have a continuous return. However, there are times when the manager may not want to cross...
What Is a Performance Triangle?

What Is a Performance Triangle?

by admin | Oct 4, 2013 | CIPM, CIPM Exam Tips & Tricks, CIPM expert, performance appraisal, performance measurement, performance reporting, performance triangle, rate of return, TSG

At the CIPM Expert Level, the topic of “performance triangles” is covered, and there is one specific Learning Outcome Statement on the subject:Demonstrate the use of performance triangles vs. benchmarks in assessing a manager’s track record Having...
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