by admin | Dec 17, 2013 | Investment Performance Guy, News
It is with deep sadness that I inform you of the death of Frank Desharnais. Frank was a bona fide performance measurement professional: with more than 25 years in our industry, Frank held leadership roles at Lazard Asset Management, Deutsche Asset Management,...
by TSG | Dec 16, 2013 | annualization, annualized returns, GIPS, Performance Perspectives Newsletter
VOLUME 11 – ISSUE 4 December 2013 Download PDF...
by admin | Dec 13, 2013 | Investment Performance Guy, News
Nine years ago I was reviewing a client’s performance system, and noticed on one of their reports they showed “annualized” and “cumulative” returns for the prior one, two, three, five, … years. It struck me as quite odd that...
by admin | Dec 11, 2013 | Investment Performance Guy, News
For those of you who’ve been wondering…finally!
by admin | Dec 10, 2013 | Investment Performance Guy, News
Asset management firms have, for the past few decades, generally agreed that “trade date” (t/d) accounting is preferred. This practice has been so common that custodians regularly provide trade date reports (where they used to only do settlement date...
