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 | 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....
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...
by David Spaulding | Aug 30, 2017 | performance measurement technology, Investment Performance Guy, performance measurement
We’ve extended the deadline to participate in our 6th Performance Measurement Technology Survey! While the response to our Performance Measurement Technology Survey has been quite good, we just know we can get at least a few more participants. We...
by David Spaulding | Aug 9, 2017 | cash flow timing, cash flows, Investment Performance Guy, performance measurement
Can’t decide? Why not “split the difference,” and go with a midday cash flow? Occasionally, we hear from firms who just can’t decide whether to employ a start- or end-of-day cash flow policy. As you’re probably aware, for quite...
by David Spaulding | Jul 31, 2017 | pension funds, asset owners, GIPS, Global Investment Performance Standards, Investment Performance Guy, IRR, money-weighted return, performance measurement, time-weighted return, time-weighting
This is the time of year when many pension funds report their returns for the prior fiscal year. And often, the reported returns were calculated using a time-weighted method. But, is this appropriate? Or, perhaps, is more needed? In my way of thinking, pension...
