by admin | Apr 18, 2011 | Investment Performance Guy, News
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.
by admin | Apr 17, 2011 | base currency returns, CIPM, CIPM expert, multicurrency performance
One of the participants in last week’s webinar on CIPM Q & A asked me to explain the solution to the question #7 from the sample exam questions found on the CFA Institute’s CIPM Program page (). The vignette and question follow below: Longitudinal...
by admin | Apr 15, 2011 | Investment Performance Guy, News
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...
by admin | Apr 15, 2011 | CIPM, CIPM expert, HP 12C, internal rate of return, IRR, money-weighted return, MWR, TI BA II Plus
The following steps may be used to calculate internal rate of return using one of the financial calculators (HP 12C and TI BA II Plus):1. Identify all external cash flows, including beginning and ending market values, and arrange them in chronological order.2. Arrange...
by TSG | Apr 14, 2011 | performance measurement, Performance Perspectives Newsletter
VOLUME 8 – ISSUE 8 April 2011 Download PDF...