"It's good to be king" (King Louis XVI, from History of the World, Part I)Responsibility for crafting rules can be quite a challenge, hefty responsibility, and difficult undertaking. It's so easy for things not to work out as we'd like, for errors to be...

Surely I am not the only one whose reaction to this photo and caption on the front page of this weekend's WSJ was different than what was intended."Germany Celebrates Greek Exit"?!?!?!From what? The Euro?Nah. From the European Cup. I was in Dublin Friday night and...

While a number of senior performance measurement professionals have taken and passed the CIPM® (Certificate in Investment Performance Measurement) exams (e.g., Carl Bacon, Sandra Hahn-Colbert, Douglas Lempereur, Annie Lo, Neil Riddles, Debi Rossi, Tim Ryan, Jed...

At this year's PMAR (Performance Measurement, Attribution & Risk) North America and PMAR Europe conferences, I provided an update on research I'm doing, contrasting the results by using monthly holdings-based attribution versus monthly transaction-based...

Thanks to Philip Lawton for posting this news. Make that, exciting news. As Philip explained, the Canadian Securities Administrators have proposed amendments to the National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations (NI...

The CFA Institute announced earlier this week that 46% of those who sat for the CIPM's Expert exam passed. Congratulations to these 98 performance measurement professionals who successfully demonstrated their expertise in the various areas of investment performance...

At yesterday's TSG PMAR Europe III in London, Stefan Illmer (for) battled John D. Simpson (opposed) on the subject of client reporting standards: Stefan was victorious. Stefan's victory should not be interpreted as support for the standards, as the vote is intended to...

TSG's Performance Measurement, Attribution & Risk (PMAR) Europe III conference is this week in London, and yesterday was our first day of the program (we conclude the conference today).In my opening remarks this morning I intend to comment that a common theme has...

I spoke earlier this year on Asset.TV, on a panel that addressed hedge funds, including compliance matters and the potential for them to comply with the Global Investment Performance Standards (GIPS(R)). Lillian Jones, CEO of Jones Emerging Investment Advisors, Inc....

The following was shared with me by my wife; this was passed along to her by an IT professional. I thought it worth sharing with you.As you may or may not have heard, if you have a LinkedIn or eHarmony account, significant numbers of passwords were not only stolen,...