Performance management is risk management

By rickColosimo / October 7, 2010 /

Where TSC has become involved in the detailed analysis of investment portfolios, we’ve chosen to focus on the massive amount of data that is in fact sitting on the books of financial advisors, rather than on broad market segments standing alone. In working with a high-net-worth family, we sought to track not just overall performance…

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Insider deal = Bad, Outsider deal = Okay?

By rickColosimo / April 8, 2008 /

This Forbes article sets forth an interesting analysis on some factors that might impact the pricing of a Microsoft-Yahoo deal. The basic premise is that since many shareholders of one company are [likely] shareholders of the other, these cross-holdings necessarily lead to an optimization analysis. If MSFT shares fall as a result of an increased…

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