by admin | Feb 22, 2012 | client reporting
In a recent blog post, I commented how Dennis Rodman, the NBA Hall of Famer, inspired my formatting for that particular post.In his autobiography, Bad as I Wanna Be, Dennis utilized some font magic, which I’d never seen before or since. Variable font...
by admin | Feb 8, 2012 | client reporting, GIPS, Global Investment Performance Standards
Leave it to my friend, Philip Lawton, PhD, CFA, CIPM, to find a way to link a philosopher with client reporting. In a recent blog post, he did just that, commenting on the initiative spearheaded by Stefan Illmer, to develop client performance reporting standards...
by TSG | Jun 15, 2011 | client reporting, Performance Perspectives Newsletter
VOLUME 8 – ISSUE 10 June 2011 Download PDF...
by admin | Jun 15, 2011 | client reporting
At last month’s PMAR (Performance Measurement, Attribution & Risk) IX Conference in Philadelphia, PA (USA), Beth Kaiser, CFA, CIPM of the CFA Institute informed our attendees of the initiative that is underway to develop client reporting standards. And this...
by admin | May 19, 2011 | client reporting
I am in Philadelphia for a couple days, hosting PMAR IX. Yesterday we heard from Beth Kaiser about a CFA Institute initiative to possibly develop reporting standards for clients. I must confess that I have mixed feelings about this.There are two main concerns that I...
