by David Spaulding | Sep 7, 2018 | benchmarks, CIPM, Investment Performance Guy, market index, peer group
For some time I’ve grown tired of seeing the seven (now eight) benchmark criteria credited to Bailey, Richards & Tierney (2007. “Evaluating Portfolio Performance”). I first learned of them when I took the then CGIPS now CIPM(r) Principles Exam,...
by David Spaulding | Mar 3, 2018 | performance measurement, CIPM, Investment Performance Guy, IRR, PMAR
In this weekend’s WSJ there’s an article on companies that are encouraging their employees to get tattoos: Nice Tattoo! I Didn’t Know You Worked at Walmart. I would love to see Patrick, Chris, and Douglas, or John, Ashley and Linda adorn their bodies with...
by David Spaulding | Sep 20, 2016 | Investment Performance Guy, CIPM, Returns, risk
Integrating risk and return Last week I moderated a panel on integrating risk and return at the Rimes User Conference in New York City. Rimes was celebrating their 20th anniversary, and did so in a grand fashion. Panel members were Sean Murray (Bisam), Steve...
by David Spaulding | Jan 27, 2015 | CIPM, Investment Performance Guy
Yesterday’s post was based on the fifth of eight “qualities of a winner” outlined in Joel Osteen’s You Can, You Will. Those who have such a quality are on the path to success. I also saw how his sixth quality of a winner, “Keep...
by David Spaulding | Jan 26, 2015 | CIPM, Investment Performance Guy
I’m reading Joel Osteen’s newest book, You Can, You Will. It’s short and full of motivational material, which is great to be exposed to from time to time. In the book he identifies “undeniable qualities of winners.” The fifth is...
by admin | Oct 19, 2013 | CIPM, CIPM Exam Tips & Tricks, CIPM expert, kurtosis, MPT, Omega ratio, performance measurement, post MPT, risk measurement, Sharpe ratio, skewness, Standard Deviation, value at risk
Last night, my hometown team, the Los Angeles Dodgers, was defeated by the St. Louis Cardinals in the National League Championship series. The Cardinals will go on to the World Series for a chance at what could be their 20th world championship… while the...
