by David Spaulding | Jan 17, 2018 | GIPS, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
We’ve recently learned that some GIPS(R) verifiers have both their clients and employees in handcuffs. And, to this we have a simple question: why? Handcuffing GIPS verification clients A number of firms have expressed interest in switching their...
by David Spaulding | Nov 27, 2017 | asset owners, GIPS, Global Investment Performance Standards, Investment Performance Guy
In the spirit of the GIPS(R) standards, let’s begin with a bit of “full disclosure.” I’m one of the 17 Americans who have yet to use Uber. Furthermore, I’m not a fan. And why is that? Well, taxi owners in New York City must spend...
by David Spaulding | Nov 21, 2017 | performance measurement trivia, Investment Performance Guy, performance measurement
We are just one week away from our [almost] all day training webinar titled “Performance Measurement Trivia & Oddities.” This class will definitely teach you quite a bit: we guarantee it! We’ve already had folks sign up...
by David Spaulding | Nov 1, 2017 | life-long learner
Adopting a life-long learner point of view It was probably about 40 years ago, shortly after I completed my first master’s degree (an MS from USC in systems management) and about the time I began pursuit of my second (an MBA in finance from the University of...
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...
