Guest post: "Can I replace my paper newsletter with an e-newsletter instead?"
Are you considering scrapping the newsletter you send via U.S. mail in favor of a newsletter delivered via email? If so, please read the guest post below by Tom Ahern of Ahern Communications, a specialist in fundraising, advocacy, and “persuasion” communications. It is excerpted with permission from his Love Thy Reader newsletter. Ahern writes from […]
Fixed income viewpoints from CFA Institute conference
Here are opinions on currency and CDOs that grabbed my attention at the CFA Institute’s Fixed Income conference last week. If YOU were at the conference, I’d be interested to learn what surprised or intrigued you. “The New Currency World Order” Ron Liesching of Mountain Pacific Group, LLC The U.S. dollar cannot be replaced as […]
Dan Fuss: Bond investors have learned from experience…not
In some ways, famed bond investor Dan Fuss is pleased by how far the bond market has come during the last year. October and November 2008 made for a “horrific experience” he said. Since then, bonds have made an incredible recovery. However, their rebound has also brought back some of the behavior that fed their […]
What does GIPS verification mean?
I’m an amateur when it comes to understanding investment performance standards. So I was surprised when a speaker at the CFA Institute’s GIPS (global investment performance standards) conference speaker said verification does NOT verify that firm’s composite numbers are correct or that firm is compliant. Huh? As I understand it, verification simply means the firm […]
A quant’s guide to detecting a future "Madoff"
Worried about getting taken in by an investment management Ponzi scheme? With the SEC ratcheting up its fraud detection efforts, it’s less likely that you’ll get scammed, based on what I heard at the CFA Institute’s GIPS conference last week. But the conference also introduced me to a quantitative method for detecting fraud in “The […]