by David Spaulding | Oct 4, 2016 | performance measurement
GIPS Asset Owner Guidance Statement is being revised! The GIPS® Asset Owner Guidance Statement is being revised. A draft was distributed a few weeks ago, and firms have until October 29 (or, if you prefer, 29 October) to respond with their thoughts. We decided to host...
by David Spaulding | Sep 14, 2016 | performance measurement, Investment Performance Guy
Some background on the derivation of this fundamental rule of contribution (absolute attribution) I think it’s worth providing some background into how this fundamental rule for contribution came about. I’ve been working with a client on their...
by David Spaulding | Aug 10, 2016 | performance measurement, cash flows, Investment Performance Guy
The Global Investment Performance Standards (GIPS(R)) has evolved over the past several years. And some of these changes have been in regards to how to calculate rates of return. Today, revaluing for large cash flows is the minimum GIPS requirement. The reason:...
by David Spaulding | Aug 1, 2016 | performance measurement, Investment Performance Guy
While Mark Twain might not have been totally correct, his comment no doubt applies to many folks and/or situations. But as for me, I think changes in performance measurement are generally welcome, as they mean improvements in what we do. The 3 Cs of Performance...
by David Spaulding | Jul 14, 2016 | performance measurement, Global Investment Performance Standards, Investment Performance, Investment Performance Guy, performance attribution, return measurement, Training
Almost ten years ago, 25 investment professionals gathered in New Brunswick, NJ for an intensive week of performance measurement training at the first ever Performance Measurement Boot Camp. And while demand for this class has never gone away, we just didn’t...
by David Spaulding | May 16, 2016 | Investment Performance Guy, performance measurement, PMAR
TSG often speaks about being passionate about performance measurement. Having passion for something is, we believe, a good thing. Passion for Music Before delving into the subject of passion for performance measurement, I thought I’d touch on passion in a...
