Twenty years ago, I suggested to the then head of the AIMR-PPS(R) (the forerunner to the Global Investment Performance Standards (GIPS(R)), Sue Martin, that someone needed to verify the verifiers, because I was discovering misinformation being shared by a few...

We, at TSG, are very excited about next year's Performance Measurement, Attribution & Risk (PMAR) conference. This will be our 11th annual in North America, and our fourth annual in Europe. Each year we strive to make it better, and we believe we...

I recently asked readers to submit their view on the "top five struggles" facing performance measurement departments. Seven folks responded. Not surprisingly, there was no single struggle identified by all; in fact, there wasn't a great deal of overlap. Some...

Yesterday I posted about Jason Zweig's recent article, that discussed a manager's questionable past performance that was being shown to prospects; it was based on backtested results.  Rick Ferri wrote a Forbes post that also discussed this manager. He...

In this past weekend's WSJ, Jason Zweig once again provided fodder for our use. In "Protecting Your Bucket," he describes the practices of RJL Wealth Management, who provides investors with hypothetical performance. The SEC appears to have some issues with this...

This coming Monday, September 17, from 11 AM to 1 PM, I will host a webinar titled The 10 Most Common Mistakes GIPS Compliant Firms Make. This webinar is free!My colleague, John D. Simpson, will host a webinar on Tuesday, September 25, starting at 12 noon (EST). It is...

We have already heard from a few folks with their lists of the "top five struggles performance measurement departments face," and there's time for more, but soon there won't be!I posted an invitation last week for readers to submit their lists. One will be selected to...

You are probably aware of my habit of referencing anniversaries, especially those ending with a "5" or "0." Well, this Fall will see The Journal of Performance Measurement(R) begin a new publishing year, but it won't end with either of these numbers. However, that...