by admin | Aug 17, 2011 | Investment Performance Guy, News
John Simpson and I are spending this week working on a new service which we will introduce later this year (stay tuned for details!). During the course of our conversation, a question arose: what’s the difference between functions and features?I must confess...
by admin | Aug 15, 2011 | Investment Performance Guy, News
wwwGoogle “500” and you’ll findS&P 500 Indy 500 a card game called 500 perhaps even a reference to a movie about the “500” days of summer. Well, this post represents a “500” of a different kind: it’s the 500th for...
by admin | Aug 12, 2011 | Investment Performance Guy, News
I conducted a consulting assignment earlier this week, where I reviewed a client’s operation, including their approach to calculating and reporting returns. A question came up as to whether or not cash flows can be netted if they occur on the same day. My...
by admin | Aug 12, 2011 | CIPM, Excel, Excel Tips and Tricks, GIPS, Investment Performance, Microsoft Excel, spreadsheets
Granted, CIPM candidates are not able to use Microsoft Excel during their examinations. But one of the points I make to candidates that attend our CIPM Exam Prep Classes is that I do strongly believe that Microsoft Excel (or a similar spreadsheet software product) can...
by admin | Aug 11, 2011 | Investment Performance Guy, News
I’ve already mentioned that TSG’s next webinar will be held this coming Monday, August 15 at 11:00 AM EST. I learned today that registration has been phenomenal, and that it will likely set an attendance record for us. And while loads of our verification...
