As you know, Ethics is a component of the CIPM curriculum - and one that candidates should not take lightly. CFA Institute announced today that they will be holding a free webinar on Ethical Decision Making. I recommend that both Principles Level and Expert...
CIPM Exam Tips & Tricks
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Free webinar on Ethics from CFA Institute!
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What Risk Measures Are Covered in the CIPM Curriculum?
A former student (and CIPM certificant) from TSG's CIPM Prep Courses asked me what risk and risk-adjusted performance measures are now covered in the CIPM curriculum. I thought it was a good question, given the list has grown considerably over the last few...
A little piece on GIPS…
Earlier this week, I wrote a guest blog post for STP Investment Services on the What, Why and Who of the GIPS Standards. Good summary info for CIPM Principles candidates!Read the blog post here!
GIPS: Supplemental Information vs. Additional Information
In the world of GIPS compliance and composite presentations, there is "supplemental information" and there is also "additional information"... but what is the difference?When I explain these concepts to students in TSG's classes or to our verification clients, I tell...
Campisi’s Index Portfolio Explained
A common question I get is what is the purpose of the "index portfolio" used in the Campisi fixed income attribution model.Before answering, let me first give an outline of the steps in calculating attribution in the Campisi framework.Step 1: Decompose the...
Calculating IRR – Another CIPM Principles exercise
A CIPM Principles candidate sent an email asking how to calculate the internal rate of return in the exercise shown in Exercise 36 in the CIPM Principles Curriculum (on page 234). In this example, the following information is given:Account market value on 1/1/10...
Calculating IRR – CIPM Principles Exercise
A CIPM Principles candidate sent an email asking how to calculate the internal rate of return in the exercise shown in Example 26 in the CIPM Principles Curriculum (on page 198). In this example, the following information is given:Account market value on 3/31 is...
Changes… the 2013 CIPM Expert Curriculum
This blog post summarizes the changes at the Expert Level of the "New CIPM Program."Expert LevelLast year, the topic area weights were broken into three broad areas:Ethics and Professional Standards (15%)Performance Evaluation (50%)GIPS (35%)Ethics is still given...
An Internal Rate of Return exercise – HP 12C keystrokes
In a previous post, I covered an internal rate of return sample exam question, and I covered the keystrokes used on one of the calculators that may be used on the CIPM exam, the Texas Instruments Business Analyst II Plus (TI-BA II Plus).There is, of course, another...
Will You Join the Superheroes of Performance Measurement?
Read all about the Superheroes of Performance Measurement here!(and yes, that's me on the left!)