PUBLICATIONS

Public Series

  • Goals-Based Performance Evaluation:
    https://www.cfainstitute.org/en/research/multimedia/2010/goals-based-performance

  • Campisi Fixed Income Performance Attribution Model
    https://www.cfainstitute.org/en/research/multimedia/2009/fixed-income-attribution-made-easy

  • “Portfolio Management Through a Holistic and Efficient Decision-Based Process,”
    Journal of Performance Measurement, Spring, 2019 Winner of the 2010 Peter Dietz award

  • “Rethinking Portfolio Management Based on Client’s True Financial Goals,”
    CFA Conference Proceedings, March 2011

  • “Sector-Based Fixed Income Attribution,” Journal of Performance Measurement, Spring 2011

  • “Getting to the Heart of Investing – Financial Stewardship That Meets Client Objectives,”
    Journal of Performance Measurement, Winter 2010, Winner of the 2010 Peter Dietz award

  • CFA Audio Webcast: Goals-Based Performance,” GIPS Standards Annual Conference, September 2010

  • “Goals Based Performance Measurement,”
    Performance Measurement Client Reporting Review – UK, Summer 2009

  • CFA Webcast: "Fixed Income Attribution Made Easy,”
    European GIPS Standards Conference – February 2009

  • “Balanced Portfolio Attribution,” Journal of Performance Measurement, Winter 2008

  • Co-Editor of Readings in Fixed Income Performance Attribution, 2006

  • “Debunking the Interaction Myth,” Journal of Performance Measurement, Summer 2004.

  • “The Case for Money Weighted Performance Attribution,” Journal of Performance Measurement, Spring 2004

  • “Long Term Risk Adjusted Performance Attribution,”
    Journal of Performance Measurement, Fall 2002
    Abstracted in CFA Digest August 2003, Winner of the 2003 Dietz award

  • “Creating and Managing Custom Benchmarks – A Practitioner’s Guide,” Journal of Performance Measurement, Summer 2002
    Abstracted in CFA Digest February 2003 
    Included in curriculum of CFA Institute's CIPM designation (Certificate in Performance Measurement)

  • “Primer on Fixed Income Performance Attribution,” Journal of Performance Measurement, Summer 2000.

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