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:...
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.
A brain teaser?
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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...
Alphabet soup … does it really matter?
I stumbled upon an article I had saved from The Wall Street Journal, April 24, 2006 issue titled "Alphabet Soup," by Karen Hube. The subtitle reads "Financial advisors are adding more titles to their business cards. Do any of these labels really matter?Great question....
Interesting way to increase your odds of beating the market
In his weekend column for The Wall Street Journal, Jason Zweig points out a method that some advisors have apparently used to outperform (or at least increase their chances of outperforming) their benchmark: simply calculate the return of the index without taking...
How linking turns money-weighted into time-weighted returns
When we link money-weighted returns we get time-weighted returns, or more precisely, approximations to time-weighted returns, as discussed in today's video.
Subportfolio returns discussed in an animated way
Today we address subportfolio returns, and why money weighting is the appropriate way to measure them.
Performance through goal accomplishment
Today's post is different than usual, as it's a celebration of the accomplishment of a goal that America has unanimously supported.
Why performance measurement, Part II: Relative vs. absolute performance
Although for many this topic will be quite basic, I'm hopeful that there are still some insights that might be of interest. In it I point to a situation where an investor had no interest in relative performance, although it was arguably the appropriate approach.
Why bother with rates of return? Explained in an animated fashion.
While in China last week the subject of the value of rates of return came up a couple times; this inspired me to put this explanation together, which will be the first of at least three parts on this topic.
Deadline extended for “mini survey”
Last month we announced our first "mini survey." I had planned to reference it in our March newsletter. Unfortunately, I forgot, and so we have extended the deadline to participate until May 15. Please join in as your responses will be of value, and the survey will...