by admin | Jun 20, 2011 | Investment Performance Guy, News
In the current issue of The Journal of Performance Measurement(R), we have an interview with Dean LeBaron, founder and former chair of Batterymarch. The reason for his selection is that he was a member of the FAF’s (Federation of Financial Advisor’s) Blue...
by admin | Jun 16, 2011 | certificate in investment performance measurement, CIPM
We just learned that the scoring for the most recent test session for the CIPM (Certificate in Investment Performance Measurement) has been completed, and the results are that 43% of the 185 individuals who sat for the Expert Level passed. At the Principles level, 51%...
by TSG | Jun 15, 2011 | client reporting, Performance Perspectives Newsletter
VOLUME 8 – ISSUE 10 June 2011 Download PDF...
by admin | Jun 15, 2011 | client reporting
At last month’s PMAR (Performance Measurement, Attribution & Risk) IX Conference in Philadelphia, PA (USA), Beth Kaiser, CFA, CIPM of the CFA Institute informed our attendees of the initiative that is underway to develop client reporting standards. And this...
by admin | Jun 14, 2011 | GIPS, Global Investment Performance Standards
I conducted a pre-verification for our newest London client yesterday, and they asked a very interesting question: can they disclose their “Total Strategy Assets,” along with the composite and firm assets, in their GIPS(R) (Global Investment Performance...