Advertising Budgeting Compliance Portfolio Management 
Brown Advisory
AUGUST 14, 2023
We have twice seen British Sterling spike up as a factor risk on one-off non-repeatable issues: Brexit in 2016 and the mini-budget fiasco in 2022. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards.
Sara Grillo
SEPTEMBER 26, 2022
The advertisements that they produce that says that anyone can call themselves a CFP. It’s baffling to me because actually, the only people who can really do… [unintelligible] anyone can say they’re a financial planner?
The Big Picture
MARCH 21, 2023
I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. Everything was the same except, Chicago had in its budget to give me money for airfare to go visit. Program didn’t feel right.
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