TSG's next webinar will be held Monday, August 15 @ 11:00 AM EST. The topic will be Excel Tips & Tricks for Performance Professionals. Jed Schneider, CIPM, FRM and Neil Riddles, CFA, CIPM, will provide some of the tips and tricks they have learned in their 50 plus...
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.
August webinar: some tips & tricks
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Asking the right questions
One website I frequently visit is Fox News' site. Since I've given up watching news on TV, my primary sources for news today are the WSJ, Bloomberg's website, and this one. The Fox News site often has what might be called "human interest" stories. I found a report...
As the saying goes, when it rains, it pours
The next few months will see me doing a fair amount of public speaking.Next Monday I will host our firm's monthly webinar, when I'll discuss at length the subject of GIPS(R) (Global Investment Performance Standards) Performance Examinations.Later that week (Thursday,...
LeRoy Neiman’s influence on performance measurement
More than 10 years ago we held a Performance Measurement Forum meeting at the W Hotel in Los Angeles. Our meeting room abutted the swimming pool, and I happened to notice famed artist LeRoy Neiman sitting in the pool area. I mentioned this in the meeting, and later...
Yes, we’re now tweeting…
Not me, but we (our firm, TSG, that is), are tweeting away. We have decided to create a Twitter account, meaning that we will be tweeting news and informational items we feel have interest to our friends and colleagues. Dave Mory, our sales associate and resident...
Operations & Compensation Survey
The Advent Users Group is hosting a compensation survey, which is open to all. We invite you to join in.Our firm regularly does surveys ourselves, so we know how important it is to encourage individuals to participate. And we're happy to support the AUG in their...
Keys to success for a software search
Although I'm technically on vacation this week, I came into the office to wrap up a report for a client I visited last month. I did a review of their entire performance operation, which resulted in a recommendation that they move forward with a software search. Since...
A brain teaser’s solution
Recall that on Tuesday I posted what I described as a "brain teaser," involving the allocation of flight costs across three clients in two cities. The total cost is $710.10. Let's begin with some suggested solutions.Allocate evenly: one-third to eachThis is clearly...
A brain teaser?
For today's post I'm taking a different tact, and presenting a situation we're facing this week, to see what ideas you can provide. I'm visiting two clients in Boston over a three-day period, and then a third in Chicago. Here's my itinerary:Monday morning:...
Anniversaries & milestones to celebrate
In the current issue of The Journal of Performance Measurement(R), we have an interview with Dean LeBaron, founder and former chair of Batterymarch. The reason for his selection is that he was a member of the FAF's (Federation of Financial Advisor's) Blue Ribbon...