I recently shared some details about this year's PMAR XI. I touched on a fraction of our speakers and topics. Today, I want to candidly share with you two things I didn't like.First, we learned that there will not be a GIPS 2015. I previously mentioned that I had...
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.
Two things I learned at PMAR XI that I’m not happy about…
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PMAR Day 2
I'm a little late in posting, as PMAR Day 2 was last Friday, but I've been recovering from a busy and exciting event. I think there was little doubt that this year's program was the best, yet! It makes it difficult to continue our goal of always getting better, but...
PMAR Day 1
Yesterday was the first day of the 11th annual Performance Measurement, Attribution & Risk Conference at the Ritz Carlton Hotel in Philadelphia. As expected, we had great speakers who provided a wealth of information and insights.The session kicked off with our...
Lots to celebrate!
Last night TSG held a dinner, at which we celebrated anniversaries, accomplishments, and an announcement.Chris Spaulding, my older son and our firm's EVP (Strategy & Business Development) has been with our firm for 10 years (as of last December; we're a bit tardy...
PMAR North America 2013 is NEXT WEEK!
I don't recall being as excited in the past for a conference as I am for this year's Performance Measurement, Attribution & Risk Conferences (PMAR), the first being next week in Philadelphia. The Superheroes are all ready to meet at the Ritz Carlton, and I wanted...
Does the order matter?
In mathematics we are occasionally confronted with the questionable applicability of the commutative law. You'll recall that it basically states that you can move (as in commuting or moving about) values around in a mathematical expression without causing the...
Is it time for risk certification?
The question above might cause you to respond, "we already have certification programs for risk," and you would, of course, be correct. However, they're for a much broader view of risk than I have in mind. For example, the "FRM" covers much more than risk that those...
An example of why I insist that those who comment identify themselves
Occasionally readers of this blog send me comments; and usually the writers identify themselves. My friend Steve Campisi has been the most frequent one to share his views, which often extend my thinking or offer alternative views, all of which are welcome....
Say it aint so …
I have been aware that there is no requirement for the Global Investment Performance Standards (GIPS(R)) to undergo a quinquennial revision; however, I believe there is an expectation for a review every five years in order to determine if a revision is in order. It...
A GIPS Wish List
TSG's April newsletter was just published, and it includes my "wish list" for GIPS(R) (Global Investment Performance Standards). Anticipating that some may be thinking of ways to improve the Standards, I thought sharing some of my ideas might be helpful.Please feel...