by admin | Jun 22, 2010 | Investment Performance Guy, News
I taught a class yesterday and, as I typically do, when I got to the topic of peer groups I mentioned one of its disadvantages: questionable makeup of the universe. That is, does the manager belong here?And, as I typically do, I cited an episode of Seinfeld to make my...
by admin | Jun 18, 2010 | risk
Bernd Fischer of Investment Data Services delivered a terrific presentation this week at the European meeting of the Performance Measurement Forum in London. Liquidity risk has been a rather difficult concept for me to get my arms around; granted, I haven’t...
by admin | Jun 18, 2010 | CIPM, continuing education, MCE, Performance Measurement Forum, TSG
On next Friday (June 25th at 9:00 a.m. Pacific time), I will be hosting a webinar covering the changes (really, the additions) that have occurred to the Certificate in Investment Performance Measurement (CIPM) program since the first examination window.As Dave...
by admin | Jun 17, 2010 | Investment Performance Guy, News
As noted to the right of this blog post, John Simpson, CIPM will host a webinar on June 25th at 12:00 noon (EST) to discuss the changes that have occurred to the Certificate in Investment Performance Measurement (CIPM) program. John and I were “pioneers”...
by admin | Jun 14, 2010 | GIPS, Global Investment Performance Standards
I recently penned an article for a CFA Institute newsletter, which will appear later this week. In advance of that, I want to share some of the ideas from the article. As you are probably aware, effective 1 January 2010, GIPS(R) (Global Investment Performance...
