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.
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.
Why performance measurement, Part II: Relative vs. absolute performance
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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...
Madoff on risk
I was intrigued by an interview that appeared in last weekend's Financial Times: "Madoff spins his story." This is the longest interview to date of the formerly well respected investor, until his record-setting Ponzi scheme was revealed.It's definitely worth a read,...
Why performance measurement?
Please allow me to share something personal with you. I am often asked why I chose to work in investment performance measurement, and I must confess that it was anything but a grand plan. I am reading Michael Gerber's E Myth Mastery, and came across the following,...
CIPM Test Prep Q & A with John D. Simpson, CIPM
CIPM Test Prep Q & A with John D. Simpson, CIPMJoin us for a Webinar on April 12Space is limited.Reserve your Webinar seat now at:https://www2.gotomeeting.com/register/769471026Join us on April 12, 2011 as John D. Simpson, CIPM tackles your last minute questions as...
An animated approach to software searches
We get to listen in on a discussion as to how one might pursue performance measurement software.
An animated approach to understanding ex post and ex ante risk
The Handbook of Investment Performance arrives this week!
We are so excited: my fourth book, The Handbook of Investment Performance, 2nd edition, arrives this week! And, we've already had around 100 orders.It's great to be able to have a "do over," and that is what this is. I was able to incorporate a great deal of new...
An animated explanation on the differences between time- and money-weighting
It's Animation Monday, and today we have a brief explanation as to the key differences between time- and money-weighting. It's funny that these differences aren't understood by even the most senior of PMPs (performance measurement professionals). I hope you find this...