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...
by David Spaulding | Sep 23, 2015 | internal rate of return, Investment Performance Guy
You’re entitled to your own opinion, but you’re not entitled to your own facts Daniel Patrick Moynihan I’ll confess a bit of surprise when I saw that my friend and colleague, Carl Bacon, CIPM, was speaking at the annual GIPS(R) conference this month...
by David Spaulding | Sep 16, 2015 | Investment Performance Guy
I was teaching a custom version of our Fundamentals of Performance Measurement class for a university foundation earlier this month, when I stumbled upon this slogan: “store less, calculate more.” It applies to performance software development, and is...
by David Spaulding | Aug 26, 2015 | annualization, Investment Performance Guy, performance measurement
We teach how to annualize rates of return in our Fundamentals of Performance Measurement course. Invariably, someone will ask whether using trade days might be better than calendar days. I normally give a brief explanation as to why it wouldn’t, and then...
by David Spaulding | Aug 21, 2015 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
I just completed the second quarter 2015 non-GIPS(R) (Global Investment Performance Standards) verification for a client. We generally recommend only doing annual, but are very happy to do quarterly (for GIPS or non-GIPS), as they mean more revenue for our firm...
