Performance Perspectives Blog

Thoughts on performance measurement from David Spaulding and other members of our team.

Hooked on phonetics

Hooked on phonetics

Serving in the armed forces provides many benefits. For me, it meant spending 39 months in Hawaii (which my wife and I jokingly refer to as my "hardship tour") and another year+ in Oklahoma (I was on active duty at the tail end of the Vietnam War (when you...

read more
What happens when you don’t follow the rules???

What happens when you don’t follow the rules???

Often, firms and individuals who don't behave in accordance with rules, regulations, or standard practices, somehow get away with it. There's no way to tell how often this happens, though we know it does.But, there are times when you they caught, and this can be a...

read more

PMAR Video Highlights

TSG's annual Performance Measurement, Attribution & Risk (PMAR) conferences have become the performance conference to attend. Performance Measurement Professionals rave about its uniqueness, innovations, quality speakers and content, and awesomeness! Here's a...

read more
Reporting on consolidated accounts

Reporting on consolidated accounts

This topic has come up a few times recently, so I thought it worth touching briefly.The situation: a client's account holds multiple portfolios, which are handled by different managers. Some have time-weighted returns, while others have...

read more
Dealing with negatives can be a challenge, in so many ways

Dealing with negatives can be a challenge, in so many ways

It seems that when we come across negative values, or when trying to express differences between lower and higher values, from the perspective of the lower, we often have a difficult time adjusting. Handling positives is pretty simple; perhaps because we began our...

read more
Transaction vs. Holdings Based Attribution

Transaction vs. Holdings Based Attribution

I am pleased to announce that the CFA Institute has published a brief article I wrote, comparing holdings and transaction-based attribution, in their online newsletter.The article is based on research I'm doing for my doctoral dissertation, which I hope to complete...

read more

Free Subscription!

The Journal of Performance Measurement

The Performance Measurement Resource.

Click to Subscribe