by admin | Sep 25, 2013 | Investment Performance Guy, News
Five days of daily webinars that provide you the opportunity to get trained for a very low investment. A webinar-based approach that is content rich, cost effective, and convenient!To register or learn more, go here, call our office (732-873-5700), or contact Patrick...
by admin | Sep 24, 2013 | Investment Performance Guy, News
A few sessions at last week’s GIPS(R) (Global Investment Performance Standards) conference provided some insights into work, under development. I mentioned yesterday the presentation on pooled funds. There were also sessions on (the often talked about here)...
by admin | Sep 23, 2013 | Investment Performance Guy, News
The opening session at this year’s GIPS(R) (Global Investment Performance Standards) came along with some unexpected scary stuff. The topic was pooled funds, and the speakers (Annie Lo and Ann Putallaz) provided us with some insights into a guidance statement...
by admin | Sep 22, 2013 | CIPM, CIPM Exam Tips & Tricks, CIPM Principles, leveraged return, levered return, performance measurement, rate of return, return contribution, return measurement, use of leverage
Yesterday, I covered return calculation for a portfolio with leverage. To review, the background information is:The investor wants to acquire a 500 million euro property but only has 400 million in cashThe investor borrows 100 million euro in order to acquire...
by admin | Sep 21, 2013 | cash basis return, CIPM, CIPM Exam Tips & Tricks, CIPM Principles, GIPS, levered return, margin return, rate of return, real estate, return measurement, time-weighted return, use of leverage
Leverage can be a confusing topic, so I figured it is worth covering in a few blog posts. In this first post, we’ll deal with return calculations for portfolios that employ leverage.Leverage is the use of borrowing, typically with an intent to amplify...