This year's Performance Measurement, Attribution & Risk (PMAR) conferences will be "black tie optional." A bit unusual, right? And so, why would we do this?Well, the theme of the events is "the secret agents of performance measurement," and when we think "secret...

I have been a fan of "synchronicity" for some time; it's essentially the belief that there are no such thing as coincidences; instead, things happen for a reason. Yesterday, I posted about Napoleon Hill. And earlier today I discovered this on Facebook:It was...

Napoleon Hill wrote the classic, Think & Grow Rich. I am reading it for the umpteenth time, and came across the following which I think is important to consider:Successful men*, in all callings, never stop acquiring specialized knowledge related to their major...

My postings slowed down this week, because I was preparing for my doctoral dissertation defense, which occurred yesterday (despite the horrid weather we were having). I am pleased to announce that I was successful.I have wanted to achieve this goal for nearly 30 years...

We were recently contacted regarding the appropriate date to use for a fund's inception. This caused me to reflect a bit, and I thought I'd touch on this briefly. There are essentially three dates you may want to concern yourself with: Inception Date: this is the date...

It's probably not surprising that Sunday's Superbowl is still a topic of discussion.I'm conducting a GIPS(R) (Global Investment Performance Standards) verification this week, and this morning, when I went into the hotel's concierge lounge, I overheard two women who...

I have to thank my lovely daughter-in-law, Monica, for providing this photo to me. Consider this, a "fun" post.I was in the Army for almost five years, and stationed for 39 months with the 25th Infantry Division (Oahu, Hawaii; I was a Field Artillery officer)....

Note: the following comes from this month's newsletters, but I wanted to get it out, given the urgency of registering!The CFA Institute has made a huge commitment in our segment of the industry by creating, maintaining and administering the Certificate in Investment...

This year's Performance Measurement, Attribution & Risk (PMAR) conferences, like last year's, will have a theme. It started as "Casino Royale," but has been broadened to "Secret Agents," or more specifically, "Secret Agents of Performance Measurement."As...

At the core of performance measurement is the rate of return. While we are often distracted by attribution, risk, and the Global Investment Performance Standards (GIPS(R)), the ROR is fundamental. And so, there are some key points we should agree on.1. Use...