Going Beyond the Fundamentals of Benchmarks and Getting it Right!

Posted by on May 7, 2009 in Conference Summaries

This is a summary of a session from the FRA’s Performance & Risk Measurement Symposium that was held in Boston on April 23-24, 2009. Speaking in this session was Ronald J Surz, President & CEO of PPCA, Inc. Ron is a pension consulting veteran, having started with A.G. Becker in the 1970’s.¬† He earned an […]

Proposed Changes to GIPS Standards

Posted by on Apr 28, 2009 in Conference Summaries

Last Thursday and Friday, I attended the Financial Research Association’s Symposium on Performance and Risk Measurement in Boston. ¬†There were a lot of informative sessions and I took almost ten pages of notes, so I should have enough material for a bunch of posts. Unfortunately, I wasn’t able to travel on Wednesday evening, so by […]

Defining Tax Management

Posted by on Mar 15, 2009 in Conference Summaries

In the most recent edition of my Managed Accounts Newsletter (MA Monitor, Feb 2009), I compared different recommendations of the minimum value for a managed account that is required in order for tax management to be effective. The values ranged from $0 (no minimum) up to $1,000,000: $1,000,000 — Dale Rottschafer, CIO, Metamorphosis Money Management […]