by David Spaulding | Mar 14, 2024 | 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...
by TSG | Jan 14, 2019 | benchmarks, Performance Perspectives Newsletter
VOLUME 16 – ISSUE 4 January 2019 Download PDF...
by TSG | Dec 15, 2018 | #GIPS2020, 2020 GIPS Standards, benchmarks, blended benchmarks, GIPS, GIPS 2020, Performance Perspectives Newsletter
VOLUME 16 – ISSUE 1 December 2018 Download PDF...
by David Spaulding | Nov 20, 2018 | ETF, benchmarks, Exchange Traded Fund, GIPS, Investment Performance Guy, market index
ETFs as benchmarks: is it time? A topic that continues to gain attention is the massive increases that have occurred with market indexes. We regularly hear stories of firms being required to pay multiples of what they had been for some of the major ones....
by TSG | Sep 15, 2018 | benchmarks, Performance Perspectives Newsletter, rebalancing quarterly benchmarks
VOLUME 15 – ISSUE 11 September 2018 Download PDF...
by David Spaulding | Sep 7, 2018 | benchmarks, CIPM, Investment Performance Guy, market index, peer group
For some time I’ve grown tired of seeing the seven (now eight) benchmark criteria credited to Bailey, Richards & Tierney (2007. “Evaluating Portfolio Performance”). I first learned of them when I took the then CGIPS now CIPM(r) Principles...
