STANDUP Resources

On page 186 of STANDUP to the Financial Services Industry, the tools necessary for advisor accountability meetings are referenced for you. Those tools and resources are listed here.

Projection Assumption Guidelines, Nathalie Bachand, Martin Dupras, Daniel Laverdiere, A. Kim Young

http://fpsc.ca/docs/default-source/FPSC/news-publications/2019-projection-assumption-guidelines.pdf

On Persistence in Mutual Fund Performance, Mark Carhart

https://onlinelibrary.wiley.com/doi/epdf/10.1111/j.1540-6261.1997.tb03808.x

The Professional Financial Advisor, John J De Goey

https://www.amazon.ca/Professional-Financial-Advisor-IV/dp/1554831733

The Performance Of Mutual Funds in The Period 1945-1964:Michael Jensen

https://onlinelibrary.wiley.com/doi/full/10.1111/j.1540-6261.1968.tb00815.x

The Misguided Beliefs of Financial Advisors, Brian T. Melzer, Juhanni T. Linnainmaa, Alessandro Previtero

https://brianmelzer.com/wp-content/uploads/2016/08/MisguidedBeliefs20161122.pdf

S&P Dow Jones Indices : SPIVA

https://us.spindices.com/spiva/#/

The Arithmetic of Active Management, William F. Sharpe

https://web.stanford.edu/~wfsharpe/art/active/active.htm