Practical Portfolio Performance Measurement and Attribution, Second Edition

Acknowledgements

This book is based on a series of performance measurement training courses I have had the pleasure of running around the world over the last decade. I have learnt so much and continue to learn from the questions and observations of the participants over the years, all of whom must be thanked.

I should also like to thank the many individuals I’ve had the pleasure to work with at various institutions, those I’ve met at conferences and at numerous GIPS committee meetings that have influenced my views over the years.

Naturally from the practitioner’s perspective I’ve favoured certain methodologies over others. My strong preferences are difficult to disguise, nevertheless I’ve attempted to present each methodology as fairly as possible – apologies to those who may feel their methods have been unfairly treated.

Of course all errors and omissions are my own.

 

Carl R. Bacon CIPM Deeping St James [e-mail]