by David Spaulding | Apr 3, 2018 | Carl Bacon, Investment Performance Guy, performance measurement
Bacon vs. Spaulding: will it happen? Despite what some may believe, Carl Bacon and I are good friends. We’ve known each other for more than 20 years, have served on committees together, have “broken bread” together on multiple occasions, and have...
by David Spaulding | Mar 29, 2018 | Mutual funds and GIPS, composites, GIPS, Global Investment Performance Standards, Investment Performance Guy, mutual funds
Things to know about incorporating mutual funds into a GIPS composite Many asset managers who are seeking compliance with the Global Investment Performance Standards (GIPS®) want to include mutual funds. While this is fairly easy to do, there are a few things that you...
by David Spaulding | Mar 20, 2018 | Performance measurement conference, Investment Performance Guy
When it comes to choosing a performance & risk measurement conference, you have choices. Everyone claims that their event is the best. We are no different, but we can back it up. While most performance conferences abandoned the practice of giving attendees hard...
by David Spaulding | Mar 14, 2018 | market index, benchmarks, GIPS, Global Investment Performance Standards, Investment Performance Guy
TSG has been at the forefront in providing education, information, and research, as well as fostering interaction regarding the high market index costs many firms and institutions are experiencing. We’ve moderated panel discussions, participated in and published...
by David Spaulding | Mar 13, 2018 | accruing advisory fees, advisory fee, GIPS, GIPS 20/20, Global Investment Performance Standards, gross of fees, Investment Performance Guy, net of fees, net-of-fees return
I recently sent a suggestion into the GIPS(R) (Global Investment Performance Standards) Help Desk, suggesting that they introduce a recommendation, if not an outright ban, on firms deducting the annual fee from the annual gross-of-fee return, to arrive at their annual...