Most large investment-advisory firms comply with strict rules on performance reporting set by the CFA Institute.
WSJ: The Intelligent Investor: New Ways to Weigh Your Adviser
Mutual funds must follow strict performance reporting requirements, but private money managers have more latitude.
WSJ: How Mutual Funds and Managers Massage Their Numbers, Legally
Bundled services relationships where a single firm provides asset allocation, manager selection, performance reporting, custody and trading are fraught with dangers.
Performance reporting is an art few industry insiders fully comprehend.
FORBES: Freakonomics: The Hidden Side of Managing Money ( September 2, 2005 )
Changing the benchmark is only one of the many devices available to managers to improve the appearance of performance and, not surprisingly, money manager performance reporting violations are the most commonplace of all violations.
FORBES: Everyone Wants Kool Aid: Pruning the Money Management Tree (October 29, 2008)
The ioSphere system delivers historical performance monitoring and reporting, live performance metrics, alerts and more to ensure production continues running smoothly.
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One of the ways we are seeing improving quality and is important is publicly reporting on performance.
We will only work with corporations and NGOs that are committed to measuring and reporting on their performance.
With Dish Network reporting improved financial performance in Q1 2011, the legal settlement is like icing on the cake.
FORBES: Settling Patent Dispute A Value Play For Dish Network
Changes are required in the VC industry to include alternate fund structures, improved performance measures, standardized data reporting, and a focus on long-term results by reconsidering accounting rule FAS 157.
The CDP calls water a strategic opportunity to improve financial and brand performance with 71% of respondents reporting a total of 319 water-related opportunities, such as the sale of new products or services.
FORBES: How Scarce Does Water Need to Get Before It's Valuable?
In April he published an article reporting the 10-year performance of several methods of harnessing annual seasonality as an investing strategy from 2002 to 2012.
Based on recommendations from both Federal and non-Federal grants stakeholders, the Council will implement reforms to reduce grantee reporting burden while focusing on performance to improve outcomes.
In my previous blog I wrote about the business drivers for companies to set sustainability goals and performance metrics and consequently the need to perfect their data gathering and reporting systems.
FORBES: What sustainability reporting software is the right one for you?
When assessing the effectiveness of internal control over financial reporting and compliance with financial-related laws and regulations, management must follow the assessment process contained in Appendix A. Annually, management must provide assurances on internal control in its Performance and Accountability Report, including a separate assurance on internal control over financial reporting, along with a report on identified material weaknesses and corrective actions.
WHITEHOUSE: OMB Circular A-123 - Management's Responsibility for Internal Control | The White House
It is great that the Global Reporting Initiative is helping more companies to report on their social and environmental performance, but it would be better if more analysts and investors used this information.
Morgan Stanley was in the red after reporting first-quarter earnings Thursday, and analysts said a disappointing investment banking performance was not quite outweighed by growth in the wealth management business.
FORBES: Mixed Bag From Morgan Stanley As Weaker Trading Offsets Gains In Wealth Management
He said the directive's reporting process for each member state would mean tighter EU Commission monitoring of energy efficiency performance.
This was the precursor of all subsequent annual CSR reporting and the first time a company felt compelled to state, not only their financial performance, but also the non-financial impacts their operations had on the communities and the environment where they operated.
FORBES: Part I in a CSR Series: Corporate Citizenship in a Global Economy
The New York Times is reporting that Roger Clemens will be indicted on charges of lying to Congress about his use of performance enhancing drugs.
The high performance switches combined with the keyboard's 100% anti-ghosted matrix, 20-key rollover and 1000Hz reporting rate provide fast, accurate input for gaming.
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