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...
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.
What performance measurement tattoo will YOU get?
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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...
Overcoming the fear of GIPS compliance
GIPS compliance brings more than opportunities Since its introduction nearly 20 years ago, the Global Investment Performance Standards (GIPS®) has brought with it much more than greater marketing opportunities, piece of mind, and improved operations. Just its...
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...
GIPS Policies & Procedures: what’s YOUR style?
When it comes to crafting your GIPS(R) Policies & Procedures, one of the first things you need to settle on is what your STYLE will be. Recall that GIPS (Global Investment Performance Standards) requires written policies & procedures. This task is often...
Opining on the sacred benchmark criteria
With this post, I feel that I am risking a charge of blasphemy, as I dare to take on what appears to be something sacred: The benchmark criteria. What criteria? You know, those seven (now eight) items that the CFA Institute has championed for quite some time....
GIPS verifiers, why the handcuffs?
We've recently learned that some GIPS(R) verifiers have both their clients and employees in handcuffs. And, to this we have a simple question: why? Handcuffing GIPS verification clients A number of firms have expressed interest in switching their verifications...
Is Uber a poster child for GIPS compliance?
In the spirit of the GIPS(R) standards, let's begin with a bit of "full disclosure." I'm one of the 17 Americans who have yet to use Uber. Furthermore, I'm not a fan. And why is that? Well, taxi owners in New York City must spend hundreds of thousands of...
Performance measurement trivia & oddities webinar is a week away!
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...