by David Spaulding | Nov 24, 2015 | benchmarks, index, Investment Performance Guy, market index, performance measurement
Too many in our industry are unaware of the increases in benchmark costs. TSG is committed to promoting market index cost transparency, in order to shed increased light on this topic. For some time now, TSG has been working with three leading custodians (BNY Mellon,...
by David Spaulding | Nov 12, 2015 | Investment Performance Guy, money-weighted return
Our friend and colleague, Dax Johnson, of State Street, posted a link to a page on LinkedIn that, in turn, takes you to a white paper they wrote, titled “Money-Weighted Rate of Return, a Calculation to Consider.” As one who has been championing the use of...
by David Spaulding | Oct 27, 2015 | Investment Performance Guy, TSG
We’re conducting a “mini survey” dealing with technology, and as a result of how the questions are worded, we’re being asked if TSG is about to launch a performance system. There seems to be a rumor going around that we are. Well, the answer is...
by David Spaulding | Oct 5, 2015 | Investment Performance Guy
A great deal has been happening, and I thought that it would be okay to share a bit with you. It’s not often (ever?) that I present TSG News, so hope you won’t mind. Outsourcing Webinar: You were alerted of this last week (I did a post); that tomorrow,...
by David Spaulding | Sep 29, 2015 | Investment Performance Guy, performance measurement
A topic that often arises at our Performance Measurement Forum meetings is outsourcing: that is, whether or not firms should consider outsourcing some or all of their performance measurement function, what firms are outsourcing, and what’s the experience...
