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WSJ @ 125 years … and still going strong

by David Spaulding | Jul 9, 2014 | Investment Performance Guy, News

If you’re a regular reader of this blog or our newsletters, you know I am a big fan of celebrating anniversaries. I am pleased that The Wall Street Journal feels the same way. Today marks the 125th anniversary of the paper’s start: QUITE a milestone. They...

Training vs. Degrees: training’s winning!

by David Spaulding | Jul 7, 2014 | Investment Performance Guy, News

  As reported by Inc. magazine, Glassdoor and market research firm Harris Interactive conducted a survey of 1,000 U.S. employees about degrees and training: “A large majority of respondents–82 percent–said that their undergraduate degree has,...

Five most important things performance measurement professionals should know, part II

by David Spaulding | Jun 25, 2014 | Investment Performance Guy, News

A few days ago I made reference to a webinar we recently conducted. I thought it might be helpful to simply provide the formulas here, which go along with the five things mentioned. Modified Dietz Geometric Linking Annualization Standard deviation This is the...

Taking a cue from Pensions & Investments

by David Spaulding | Jun 19, 2014 | Investment Performance Guy, News

The May 26, 2014 issue of Pensions & Investments has an editorial titled “The advancement of a bad idea.” It speaks of 11 European Commission member countries who are planning to introduce a financial transaction tax next year. That is not the subject...

The Five Things Every Performance Measurement Professional Must Know

by David Spaulding | Jun 17, 2014 | Investment Performance Guy, News

Last night, I conducted a webinar for the Asia/Pacific region, which drew quite a large number of attendees. The session dealt with, as the title suggests, the five things we believe all performance measurement professionals need to know. Well, I’ll reveal the...

If you haven’t signed up for PMAR Europe V yet, better hurry!

by David Spaulding | Jun 5, 2014 | Investment Performance Guy, News

The annual Performance Measurement, Attribution & Risk (PMAR) conferences have been recognized as the best in our industry. But, they only come around once a year. Last month’s saw record attendance and much enthusiasm for PMAR North America in Philadelphia,...
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