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 it, but...
by David Spaulding | Feb 27, 2017 | Investment Performance Guy, GIPS, GIPS standards, performance calculations, performance measurement, rate of return
Spreadsheets are powerful tools. In business, they’ve become indispensable. But, they come with huge risks. Let’s briefly touch on a few. Systems on spreadsheets … not usually a good idea Around 30 years ago I took over responsibility for a NYC-based...
by David Spaulding | Feb 1, 2017 | performance measurement, GIPS, Global Investment Performance Standards, Investment Performance Guy, performance attribution, rate of return, rates of return, Returns, risk, risk measurement
Hidden Figures: the movie My wife and I recently saw the movie “Hidden Figures,” which is about the contributions that three black women made to the U.S. space program, starting in the early 1960s. It takes place in Virginia, which at that time was still a...
by TSG | Jul 17, 2014 | attribution, Performance Perspectives Newsletter, rate of return
VOLUME 11 – ISSUE 11 July 2014 Download PDF...
by TSG | Jun 17, 2014 | internal rate of return, Performance Perspectives Newsletter, rate of return, Standard Deviation
VOLUME 11 – ISSUE 10 June 2014 Download PDF...
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...
