by admin | Jun 29, 2012 | Investment Performance Guy, News
I had a recent conversation about the UAPS (Universal Advisor Performance Standards), which provides the ability for a compliant firm to show a representative (“rep”) portfolio’s performance. I mentioned that the white paper is a draft and subject to...
by admin | Jun 28, 2012 | Investment Performance Guy, News
At TSG’s PMAR Europe conference earlier this month, one speaker suggested that Bill Sharpe’s revised eponymously named risk-adjusted return is more typically employed than the original. While I don’t have a lot in the way of empirical...
by admin | Jun 25, 2012 | Investment Performance Guy, News
“It’s good to be king” (King Louis XVI, from History of the World, Part I)Responsibility for crafting rules can be quite a challenge, hefty responsibility, and difficult undertaking. It’s so easy for things not to work out as we’d...
by admin | Jun 24, 2012 | Investment Performance Guy, News
Surely I am not the only one whose reaction to this photo and caption on the front page of this weekend’s WSJ was different than what was intended.”Germany Celebrates Greek Exit”?!?!?!From what? The Euro?Nah. From the European Cup. I was in Dublin...
by admin | Jun 22, 2012 | alternative investments, GIPS, Global Investment Performance Standards, private equity, rates of return, real estate, risk
At this week’s European Performance Measurement Forum meeting, we touched on the subject of alternative investments. We hear this term bandied about quite a bit; so much so, that it often causes one to grimace when they hear it, because of the fear it can...
