by John D. Simpson, CIPM | Mar 29, 2016 | CIPM Exam Tips & Tricks
We had our March Performance Measurement Think Tank call earlier this week, and as usual, it was a good session of questions and polls. What did we cover? Discussion topics/questions included: Do GIPS requirements extend to third-party performance preparers? Is there...
by John D. Simpson, CIPM | Mar 28, 2016 | performance measurement, CIPM Exam Tips & Tricks
Back in November, I spoke on GIPS and hedge funds at a conference hosted by Rimes. I was reminded the other day that I planned to share this video snippet here, but hadn’t gotten around to sharing the post. But, the topic is still quite relevant, so, here it...
by John D. Simpson, CIPM | Oct 1, 2015 | CIPM Exam Tips & Tricks, performance measurement
We had our September Performance Measurement Think Tank call earlier this week, and it was another interesting session of questions and polls. What did we cover? Discussion topics/questions included: What are we seeing in the industry with respect to software vendor...
by John D. Simpson, CIPM | Sep 7, 2015 | CIPM Exam Tips & Tricks
Occasionally, when teaching our classes, I get a question along the lines of, “Can you explain what the Sharpe Ratio is, in 100 words or less?” Here’s what I say (I’ll try to be concise, but it may be over 100 words… You could have chosen...
by John D. Simpson, CIPM | Sep 6, 2015 | CIPM Exam Tips & Tricks
A couple of CIPM candidates have contacted me recently asking for an explanation of one of the exhibits in the CIPM Principles Level curriculum that deals with the subjects of stated annual rates and effective annual rates. That exhibit (Reading 4, Exhibit 3) shows a...