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Performance Measurement Think Tank

by David Spaulding | Oct 30, 2017 | Performance Measurement Think Tank, Investment Performance Guy

Today, being the last Monday of the month, is “Performance Measurement Think Tank” day! We hold our Think Tank calls the last Monday (unless it’s a holiday, in which case the date will shift) of each month. We’ve hosted the Performance...

A “down under” lesson about GIPS®

by David Spaulding | Oct 24, 2017 | GIPS, GIPS 20/20, GIPS standards, GIPS verification, Global Investment Performance Standards, Investment Performance Guy, superannuation fund

  I’m in Sydney, Australia this week, where I spoke at the annual iPARM conference, and tomorrow will host, for the first time, a workshop titled Performance Measurement Trivia & Oddities. We will shortly put this on as a full day webinar (November 28),...

Don’t be a “hidden figure” in performance measurement

by David Spaulding | Oct 23, 2017 | Investment Performance Guy, performance measurement, Performance Measurement Forum, performance professional, PMAR

If you are linked to me on LinkedIn or follow me on Twitter, you’re familiar with this picture: it’s my rendition of Dos Equis’ “Most Interesting Man” promotion. It has been primarily a vehicle to convey a message in a humorous fashion....

The Lessons of Leonardo da Vinci: yes, we, too, can rise to this level (or at least close to)

by David Spaulding | Sep 30, 2017 | performance measurement, Investment Performance Guy

  A new biography on Leonardo da Vinci is something we all should want to read While I frequently recommend books, this is the first time I’m recommending one I haven’t yet read; actually, one that hasn’t yet been published (as it’s due to...

The GIPS Standards and Fraud: some clarifying points

by David Spaulding | Sep 20, 2017 | Global Investment Performance Standards, GIPS, Investment Performance Guy

  Getting quoted I spent about eight years in politics, from 1996 to 2004. In 1996 I ran for my township’s council, and lost. I was encouraged to run again, and the next year was elected by a “landslide.” Two years later, I ran for mayor, and...
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