by admin | Apr 30, 2010 | attribution
I’m at the Spring meeting of the North American chapter of the Performance Measurement Forum in Boston. One of the issues that was raised deals with the case when a firm has a different classification structure than the index and the resulting impact this has on...
by admin | Apr 29, 2010 | benchmarks
We got a call recently from someone asking how often they should rebalance their benchmark. Apparently someone within their firm is pushing for daily, but this individual was concerned with the amount of effort that would be involved. My response was that they should...
by admin | Apr 27, 2010 | GIPS, Global Investment Performance Standards
A client recently asked what the qualifications were for a verifier; the answer: none. Granted, we would expect that they understood the Global Investment Performance Standards (GIPS(R)), performance measurement, portfolio accounting, the requirements and expectations...
by admin | Apr 25, 2010 | CIPM expert, CIPM Principles, Coach John Wooden, formulas, Kobe Bryant
I suspect that most current CIPM candidates at both the Principles and Expert levels are about to sit for their exams this week – that’s what the statistics tell us. (CFA Institute shortened the test taking window from two months to one month for this very...
by admin | Apr 23, 2010 | CIPM expert, test taking strategies
The structure of the Expert Level exam is 80 multiple choice questions based on 20 vignettes. Thus, for each vignette there are four questions. Each multiple choice question will have three possible answers. Please consider this suggestion in light of your own...
