by admin | Nov 16, 2011 | GIPS, Global Investment Performance Standards
While driving to Boston to moderate a panel on fixed income investing, my wife and I were listening to David Baldacci’s latest book, Zero Day. Early in the book he explains why folks in the UK drive on the left-hand side of the road. It apparently dates ...
by admin | Nov 15, 2011 | GIPS, Global Investment Performance Standards, real estate
The Global Investment Performance Standards (GIPS(R)) require compliant firms to make certain disclosures regarding the use and extent of leverage in their portfolios (See ¶ I.4.A.13).Does this include real estate?Answer: No!Yes, real estate investing is a leveraged...
by TSG | Nov 15, 2011 | GIPS, GIPS compliance, Performance Perspectives Newsletter
VOLUME 9 – ISSUE 3 November 2011 Download PDF...
by admin | Nov 12, 2011 | Investment Performance Guy, News
I’m sitting in the Lufthansa business class lounge, preparing to return home, after spending a few days in Budapest, Hungary, where we held our 51st meeting of The Performance Measurement Forum. The reading material includes the WSJ’s European edition...
by admin | Nov 10, 2011 | Investment Performance Guy, News
Motivational speaker Zig Ziglar frequently interjects jokes into his presentations. One deals with a Roman Catholic girl who was asked by her Baptist boyfriend to marry him. This occurred many years ago, when such “mixed marriages” were often frowned upon. When the...
