by admin | Sep 12, 2011 | Investment Performance Guy, News
TSG (TSG) has announced that this will be the final week to participate in its 4th survey on performance attribution. Joining in is quite simple, as the survey is online and easy to access; simply go to the firm’s website and you’ll be directed to the...
by admin | Sep 11, 2011 | Investment Performance Guy, News
I don’t read the comics, but my wife does. And she showed me this one. It fits my mood today quite well.
by admin | Sep 8, 2011 | aggregate method, GIPS, Global Investment Performance Standards
You may recall that I have opined in the past about the problems I’ve discovered with the aggregate method, both several times in this blog, as well as in our newsletter; I also wrote an article on this topic.Some individuals who have read my materials argue...
by admin | Sep 6, 2011 | Investment Performance Guy, News
In this past weekend’s WSJ,Jonah Lehrer had an article titled “Learning How to Focus on Focus.” He quotes psychologist Herbert Simon: “A wealth of information creates a poverty of attention.” Lehrer tell us that a key is to strengthen our...
by admin | Sep 1, 2011 | CIPM, CIPM expert, IRR calculation, money-weighted return, TI BA II Plus
A CIPM Expert Level candidate sent me the following question, asking what are the proper keystrokes to obtain the solution: The Millers deposited $50,000 into their account on 1 May 2005 and another $40,000 on 1 July 2005. The portfolio also received and reinvested...
