If you're a regular reader of this blog or our newsletters, you know I am a big fan of celebrating anniversaries. I am pleased that The Wall Street Journal feels the same way. Today marks the 125th anniversary of the paper's start: QUITE a milestone. They celebrated...
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.
WSJ @ 125 years … and still going strong
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Training vs. Degrees: training’s winning!
As reported by Inc. magazine, Glassdoor and market research firm Harris Interactive conducted a survey of 1,000 U.S. employees about degrees and training: "A large majority of respondents--82 percent--said that their undergraduate degree has, indeed, helped to...
Five most important things performance measurement professionals should know, part II
A few days ago I made reference to a webinar we recently conducted. I thought it might be helpful to simply provide the formulas here, which go along with the five things mentioned. Modified Dietz Geometric Linking Annualization Standard deviation This is the...
Taking a cue from Pensions & Investments
The May 26, 2014 issue of Pensions & Investments has an editorial titled "The advancement of a bad idea." It speaks of 11 European Commission member countries who are planning to introduce a financial transaction tax next year. That is not the subject of this blog...
The Five Things Every Performance Measurement Professional Must Know
Last night, I conducted a webinar for the Asia/Pacific region, which drew quite a large number of attendees. The session dealt with, as the title suggests, the five things we believe all performance measurement professionals need to know. Well, I'll reveal the list...
If you haven’t signed up for PMAR Europe V yet, better hurry!
The annual Performance Measurement, Attribution & Risk (PMAR) conferences have been recognized as the best in our industry. But, they only come around once a year. Last month's saw record attendance and much enthusiasm for PMAR North America in Philadelphia, PA....
The SEC Takes Action Against Firm Misprepresenting Their Compliance With the GIPS Standards
The SEC has taken action against ZPR Investment Management, a Florida separate-account money manager. InvestmentNews provides a synopsis of what the case involves. The article reports that "Max E. Zavanelli — a portfolio manager who has compared his success at...
And so, how many levels ARE THERE to GIPS verification?
There appears to still be some confusion regarding "levels" of verification, when it comes to the Global Investment Performance Standards (GIPS(R)). None of us who lived through it, I'm sure, want to return to the days of the AIMR Performance Presentation Standards...
Five Keys to Provide the Right Performance Information
We are and have been in the "information age" for some time, but we're arguably still struggling with it. There have been massive reports about the massive amount of information we're subjected to on a daily basis. Many (probably all of us) are in the information...
A reason for performance measurement professionals to celebrate!
The Wall Street Journal posted the following yesterday: Well, to me this is a reason for performance measurers to celebrate. Why?, you might ask: because: we're mathematicians. Wikipedia defines a mathematician as "a person with an extensive knowledge of...