I never had any ambition to write. In fact, I had little interest in studying English, grammar, or any of its related topics. I was always a "math guy," and had somehow concluded (falsely, as it turns out) that you can either be good at math or English, but not...
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.
Some thoughts on GIPS Policies & Procedures
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Simplify GIPS Compliance
Looking for ways to simplify GIPS compliance Let's face it: complying with the Global Investment Performance Standards (GIPS®) can be a challenge. And so, why not look for ways to simplify the process? Here are a few ideas you may find of interest. Get off of...
Incorporating mutual funds into a GIPS composite
Things to know about incorporating mutual funds into a GIPS composite Many asset managers who are seeking compliance with the Global Investment Performance Standards (GIPS®) want to include mutual funds. While this is fairly easy to do, there are a few things...
Dare to compare performance measurement conferences
When it comes to choosing a performance & risk measurement conference, you have choices. Everyone claims that their event is the best. We are no different, but we can back it up. While most performance conferences abandoned the practice of giving attendees...
GIPS compliant? What to do about those high market index costs?
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...
Accruing advisory fees: does it make sense?
I recently sent a suggestion into the GIPS(R) (Global Investment Performance Standards) Help Desk, suggesting that they introduce a recommendation, if not an outright ban, on firms deducting the annual fee from the annual gross-of-fee return, to arrive at their...
What performance measurement tattoo will YOU get?
In this weekend's WSJ there's an article on companies that are encouraging their employees to get tattoos: Nice Tattoo! I Didn’t Know You Worked at Walmart. I would love to see Patrick, Chris, and Douglas, or John, Ashley and Linda adorn their bodies with TSG's...
TSG’s GIPS Policies and Procedures Contest Winners
I am really thrilled to announce the winners of TSG's GIPS Policies and Procedures Contest. GIPS®, the Global Investment Performance Standards, requires compliant firms to have written policies and procedures. And preparing these P&P is often one of the most...
Do You Trust Your Performance Numbers?
NOTE: today's post is from a guest blogger, Marshall Smith, CIPM. Marshall is the Chief Product Officer at First Rate. It originally appeared on LinkedIn, and we were so impressed with it that we asked Marshall if we could post it here, as well. He graciously...
Bacon vs. Spaulding: the performance battle of the century!
Bacon vs. Spaulding ... the time has come for a showdown! Carl Bacon, CIPM is a well known figure in the world of performance and risk measurement. And over the years, he and I have engaged in a few discussions covering a variety of topics. This has included a...