by David Spaulding | Nov 20, 2015 | Investment Performance Guy, performance measurement, TSG
The General Knowledge page on Facebook has a link to a online article on corporate logos, which I found quite interesting. I’ll share two here. I think Coke is the most recognized brand in the world; their hidden symbolism wasn’t even known to them! I...
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...
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...
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...
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...
by admin | Oct 3, 2013 | CIPM, CIPM Exam Tips & Tricks, CIPM expert, CIPM Principles, estimated time-weighted return, internal rate of return, IRR, Modified Dietz, performance measurement, return measurement, true time-weighted return, TSG
In my last post, I covered a “fast” way to solve multiple choice internal rate of return exercises. In today’s post, I look at a second quick method.Recall the details from the last post:Account market value on 3/31 is $56.3 millionAccount...
