notices - See details
Notices
JV
Jason Voss, CFA (not verified)
13th September 2013 | 7:02am

Hi Shai,

I was a part of the group that helped to re-tool the CIPM program. It is not just about performance measurement, but also now about performance analysis. I can attest that when I was a portfolio manager that I got very bad reports from my accounting department. I ended up creating my own fairly complex spreadsheet to analyze my performance each day. Having a CIPM on staff right by my side would have helped me to gain transparency into the sources of my performance.

The advice I wrote above was not for the performance measurement side of the business. Unfortunately, I do not have professional experience in that field, my apologies.

In case other readers are interested in this program I am going to put a link to the program in this comment: http://www.cfainstitute.org/programs/cipm/Pages/index.aspx

With smiles,

Jason