by admin | Mar 30, 2012 | Investment Performance Guy, News
This week, my friend and colleague, John D. Simpson, CIPM spoke at First Rate’s annual user conference. As I understand it, this event had a record attendance. And while I’d like to think that it’s because John was there, I know there was much more...
by admin | Mar 29, 2012 | ethics, GIPS, Global Investment Performance Standards
At the recent GIPS(R) (Global Investment Performance Standards) Executive Committee meeting in Brussels, Belgium, the EC discussed the possibility of creating a “Code of Conduct” for GIPS service providers. I think this is an excellent idea, though at this...
by admin | Mar 28, 2012 | Investment Performance Guy, News
We just discovered that we had a printing error with the second edition of my Handbook of Investment Performance: we left off part of the bibliography.Now, you might think this isn’t a big deal, but for a firm that prides itself on the highest quality in...
by admin | Mar 27, 2012 | ethics, GIPS, Global Investment Performance Standards
I served in the U.S. Army (Field Artillery branch) for nearly five years, and spent 39 months with the 25th Infantry Division in Hawaii (tough duty, but someone had to do it). During that time I worked with several West Point graduates (I obtained my commission...
by admin | Mar 23, 2012 | Investment Performance Guy, News
In his recent book, Thinking Fast and Slow, Economic Nobel Laureate Daniel Kahneman speaks of the “planning fallacy,” a term he and his former collaborator, Amos Tversky, coined “to describe plans and forecasts that are unrealistically close to...
