Global Experts Reflect on Industry Evolution at 4th Annual International Performance Measurement Professional’s Day
Somerset, NJ — April 22, 2025 — TSG proudly hosted the 4th Annual International Performance Measurement Professional’s Day, a global celebration dedicated to the professionals who measure, analyze, and communicate investment performance. This year’s virtual event, held on April 22, featured a dynamic roundtable discussion with leading voices in the field, focused on how the industry has evolved over the past two decades—and where it’s headed next.
Moderated by Doug Spaulding, editor of The Journal of Performance Measurement® and co-host of TSG Time with Pat and Doug, the webinar explored major shifts in performance measurement, outsourcing trends, and the rise of artificial intelligence.
Panelists included:
- Michael Canty, CFA, Capital Group, recognized for his practical insights on the evolution of performance operations.
- Alex Serman, CIPM, First Rate known for championing innovation and efficiency within performance teams.
- John D. Simpson, CIPM, TSG, a long-time contributor to performance and risk analytics strategy.
- David Spaulding, DPS, CIPM, TSG, founder and CEO of The Spaulding Group and a pioneer in performance measurement standards.
- Karina Tanny, CFA, State Street, a respected voice on outsourcing and performance analytics technology.
Together, they tackled topics such as:
- The transformation of performance measurement practices over the past 10–20 years
- The evolving role of outsourcing and its current viability
- New challenges facing performance professionals in a tech-driven environment
- The impact and promise of Artificial Intelligence (AI) on measurement processes
Attendees also participated in live polling on key industry issues—offering real-time feedback on outsourcing trends.
“We created International Performance Measurement Professional’s Day to spotlight the professionals who provide clarity and accountability in the investment world,” said Doug Spaulding. “It was a privilege to moderate such a forward-thinking panel. The conversation was insightful, candid, and inspiring. A testament to how far our profession has come.”
This year’s event reaffirmed the industry’s commitment to innovation, education, and community. It served as a reminder that performance professionals are not only measuring results, but also shaping the future of finance. For a copy of the recording, reach out to PFowler@TSGperformance.com.
With offices across the United States, and now in Canada, TSG is the leader in providing investment performance measurement information, through its products and services. TSG provides consulting along with GIPS® and non-GIPS verification services; offers unique and proprietary Software Certification and Operation Review services; publishes The Journal of Performance Measurement®, a quarterly publication launched in 1996; and hosts the Performance Measurement Forum. The firm also sponsors the annual Performance Measurement, Attribution and Risk (PMAR) North America and Europe conferences. TSG’s Institute of Performance Measurement offers in-person and online performance measurement training, including both performance fundamentals and attribution courses, and a class on portfolio risk. TSG is proud to have been the creator of Women in Performance Measurement (WiPM), a business resource for women by women to network, share, and learn together. For more information visit www.TSGPerformance.com.
GIPS® is a registered trademark owned by CFA Institute.
###