Tags » Irr.

CRM2plus Software

CRM2plus  is CRM2 software which was developed to address the upcoming CRM2 performance reporting mandate in the wealth management sector.  CFP’s, members of IIROC and MFDA (Mutual Fund Dealers Association) are required to report IRR (Internal Rate of Return) performance and fees.  86 more words

CRM2

Calpers, SEC and the Hawthorne Effect on PE

This morning a “must read” Pulse email caught my eye before my finger could enter the “default mode” and hit the delete key on my phone. 425 more words

Private Equity