by admin | Oct 27, 2010 | GIPS, Global Investment Performance Standards
This thought occurred to me when a few of us were wondering about a particular issue, and thought of posting it on Google. Through experience we have come to realize that whatever question we come up with, someone has asked it in the past. And while there may not be...
by admin | Oct 26, 2010 | Investment Performance Guy, News
I recently came across the attached clip from USA Today, which was actually published several years ago (I had saved it). While it may be a bit hard to read, what we are seeing is that one of the judges asked a contestant to “tone it down,” which he did....
by admin | Oct 23, 2010 | Investment Performance Guy, News
As someone who loves to write, I learned a long time ago that there really is no such thing as “writing,” per se; rather it’s rewriting. One must be prepared to write, revise, and revise again. Often with letters and reports I do this many, many...
by admin | Oct 22, 2010 | Investment Performance Guy, News
This week I’m reviewing a software vendor client’s system and saw that they used a version of Modified Dietz which we typically don’t see. Here’s the normal form: and here’s what they use: In reality they will provide the same result so...
by admin | Oct 22, 2010 | GIPS, Global Investment Performance Standards
The first thing you may be wondering is what “IAW” stands for; and no, it’s not an abbreviation that is being used by twitters or text messagers (at least not that I’m aware of). The military loves abbreviations and acronyms (oh, and...
