by David Spaulding | Nov 5, 2014 | Investment Performance Guy
Arin Stancil, Managing Director and Principal at Guardian Performance Solutions LLC, is our guest blogger. As you have probably heard, earlier this year the CFA Institute proposed a new requirement for firms that claim compliance with the GIPS standards to provide...
by David Spaulding | Nov 3, 2014 | Investment Performance Guy
Not just one award, but two! Wealth & Money Management Awards We are extremely pleased and proud to announce that we received two Wealth & Money Management Awards. We were named: Best for GIPS Consulting Best for Performance Measurement. The awards were...
by David Spaulding | Oct 24, 2014 | Investment Performance Guy
Yesterday, Patrick Fowler, our company’s President, Chris Spaulding; my older son and our company’s EVP and head of Strategy and Business Development; and I participated in the NASDAQ closing bell ceremony. In addition, I was given the honor to be one of...
by David Spaulding | Oct 20, 2014 | Investment Performance Guy, performance measurement
Anyone involved in investing knows how important benchmarks are. I was quite honored to have been asked by NASDAQ to host a benchmark panel at their upcoming Institutional Insights Forum. The session is titled Is it Time to Challenge Your Benchmarks? and will include...
by David Spaulding | Oct 6, 2014 | Investment Performance Guy, performance measurement
During a recent Performance Measurement Think Tank call, I responded to the following question: When calculating the beta of the holdings in a portfolio (not the trailing returns), do you use the 1) trailing returns of the current holdings or 2) the returns of the...
