Changes to the Global Industry Classification Standard (GICS®) structure went into effect in GICS Direct and in S&P DJI’s indices.
The changes affected most sectors and essentially changed what it means to be sector neutral. They also had the potential to dramatically impact performance reports if not corrected for in the reporting details.
A good investment model performance tool is a critical part of every financial advisor and wealth manager’s toolbox.
Essentials for Delivering an Exceptional Client Experience to an Increasingly Savvy Investor Base
When discussing the topic of investments, the average person is inclined to think that the goal of investing is to gain as much profit as possible. While this is true …
“An investment in knowledge pays the best interest.” – Benjamin Franklin “You have to know the past to understand the present.”- Carl Sagan The above quotes both come to mind …
As management guru Peter Drucker famously said, “If you can’t measure it, you can’t manage it.” I have made the best investment choices ever, but how on earth can I …
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