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Performance Perspectives – January 2023

by TSG | Jan 11, 2023 | Performance Perspectives Newsletter, SEC, TSG

VOLUME 19 – ISSUE 1 January 2023 Download PDF...

Performance Perspectives – May 2004

by TSG | Mar 11, 2020 | attribution, CIPM, Performance Perspectives Newsletter, TSG

VOLUME 1 – ISSUE 9 May 2004 Download PDF...

Is TSG about to launch a performance system?

by David Spaulding | Oct 27, 2015 | Investment Performance Guy, TSG

We’re conducting a “mini survey” dealing with technology, and as a result of how the questions are worded, we’re being asked if TSG is about to launch a performance system. There seems to be a rumor going around that we are. Well, the answer is...
A Little Piece on GIPS… (repost)

A Little Piece on GIPS… (repost)

by admin | Oct 16, 2013 | CIPM, CIPM Exam Tips & Tricks, CIPM expert, CIPM Principles, GIPS, GIPS standards, GIPS verification, performance measurement, TSG

 (Note:  I wrote this post as a guest blogger for the STP Investment Services blog, but it appears that blog is offline and we received a request for the information, so I decided to post the information directly here.)  The What, Why and Who of the...

Congratulations to Eugene Fama (Nobel Prize)!

by admin | Oct 14, 2013 | CIPM, CIPM Exam Tips & Tricks, CIPM expert, CIPM Principles, economics, Eugene Fama, Fama-French, performance measurement, style analysis, TSG

Congratulations to Professor Eugene Fama of the University of Chicago!  The Royal Swedish Academy of Sciences just announced that Mr. Fama (along with Robert Schiller and Lars Peter Hansen) has won this year’s Nobel prize in Economics, for their work on...
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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