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Announcing the first ever, "black tie optional" performance measurement...
This year's Performance Measurement, Attribution & Risk (PMAR) conferences will be "black tie optional." A bit unusual, right? And so, why would we do this?Well, the theme of the events is "the...
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We've moved!
To a new home: you can find us at http://spauldinggrp.com/investment-performance-guy/ BlogSpot, though a decent blog provider, has some limitations. We've wanted to move my blog to Word Press for some...
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GIPS Alert!!!
Our slightly delayed April newsletters are going out this week, and you'll notice the "lead story" deals with the suggested requirement for GIPS(R) (Global Investment Performance Standards) firms to,...
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A novel way to learn about analysis
I'm sure that I'm not the only frequent traveler who has rituals when visiting certain cities. I was in London last week for the umpteenth time, where I made my standard pilgrimage to Jermyn Street and...
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Aint technology grand?
I arrived in London this morning, the first leg of my first-ever circumnavigation of the globe (I will do a GIPS(R) (Global Investment Performance Standards) verification here, and then onto New...
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Let's put the end to the rumors ... yes, it's true!
The Spaulding Group is going into the jewelry business.The rumors (rumours for our UK friends) have been circulating for months. Rarely does a day go by when one of us isn't asked "are you guys...
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Please no! Compounding excess returns???
We are pleased to present a "guest blog" post from our friend, Stephen Campisi, CFA.I am absolutely flabbergasted by this. I encountered a client situation where a reasonable question was raised: “Why...
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Why geometric excess return? Yes, WHY?
When I'm presented with the same question in relatively short period of time, I suspect it's something I should opine about, even if I've done so before.I was teaching our Fundamentals of Investment...
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A proposed GIPS change you MUST pay attention to
The CFA Institute is proposing to MANDATE, REQUIRE, COMPEL firms that claim compliance with the GIPS standards to submit information regarding their firm to them on an annual basis. To say the least, I...
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An interview
I was very flattered when BI-SAM recently asked to interview me for their online newsletter. I'm the one who normally conducts interviews (for The Journal of Performance Measurement(r)), so it was nice...
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A reason for performance measurement professionals to celebrate!
The Wall Street Journal posted the following yesterday:Well, to me this is a reason for performance measurers to celebrate. Why?, you might ask: because: we're mathematicians. Wikipedia defines a...
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Buddy, can you spare ... two minutes? Our "mini" survey won't even take THAT...
We're wrapping up our "mini"GIPS® survey, but first want to hear from you! It's REALLY fast to do; we only ask four questions:1. Your Name/ Company/ Title2. Does your firm currently claim compliance...
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What performance measurers can learn from golf
I took most of this week off so that a friend of mine and I could go to the Masters golf tournament in August, GA. Our wives came along, though they stayed at our hotel location (in Savannah, GA) while...
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Understannding the rules, the conventions
This morning, I had to phone in a prescription refill to our pharmacy (CVS). They have an automated system that allows you to enter a number associated with the prescription, which makes the process...
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Dealing with denial
Yesterday's WSJ had a book review on The Unpersuadables, by Will Storr. It isn't clear that I have much interest in the book, though the ideas summarized in the review are intriguing.The reviewer,...
View ArticleA demonstration of superior risk management
Risk measurement is a challenge; risk management, even more so.This video is a great demonstration of properly managing risks.What can we learn from it? I think that we have the vision to be able to...
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GIPS' Sunset Rules and Q&As ... what do YOU think?
We are hosting a "mini" survey, and would like your thoughts, IF your firm claims compliance with the Global Investment Performance Standards.There are really only two questions. It should take you...
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Which risk-free rate to use when investing in other countries?
A client sent us a question that I am a bit surprised hasn't been asked before: which country's risk-free rate should be used when investing across countries? For example, if a US domiciled investor...
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It's time for a Guidance Statement on Sunset Provisions
Recall that the GIPS(R) (Global Investment Performance Standards) Executive Committee (EC) issued a "Q&A" that introduces a change to the Standards, allowing firms to remove disclosures of...
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When defining the word "benchmark," don't forget to include "confusing"
Of late, my colleagues and I have been involved in numerous conversations on the subject of benchmarks; in fact, I'm about to conduct a focused study for a client on their benchmark construction...
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