TSG, BrightScope, and the UAPS (Universal Advisor Performance Standards) board of advisors are continuing to move forward with the review of the first draft of these new standards. We are quite pleased that interest in them continues to grow. And this makes sense, as...
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.

Universal Advisor Performance Standards rule … or soon will

Is the SEC now verifying the GIPS verifiers?
Twenty years ago, I suggested to the then head of the AIMR-PPS(R) (the forerunner to the Global Investment Performance Standards (GIPS(R)), Sue Martin, that someone needed to verify the verifiers, because I was discovering misinformation being shared by a few...

PMAR 2013
We, at TSG, are very excited about next year's Performance Measurement, Attribution & Risk (PMAR) conference. This will be our 11th annual in North America, and our fourth annual in Europe. Each year we strive to make it better, and we believe we...

Top Struggles
I recently asked readers to submit their view on the "top five struggles" facing performance measurement departments. Seven folks responded. Not surprisingly, there was no single struggle identified by all; in fact, there wasn't a great deal of overlap. Some...

The Superheroes of Performance Measurement will be at PMAR in 2013!

Is GIPS the solution to backtested performance problems?
Yesterday I posted about Jason Zweig's recent article, that discussed a manager's questionable past performance that was being shown to prospects; it was based on backtested results. Rick Ferri wrote a Forbes post that also discussed this manager. He...

The model for how NOT to report past performance to prospective clients
In this past weekend's WSJ, Jason Zweig once again provided fodder for our use. In "Protecting Your Bucket," he describes the practices of RJL Wealth Management, who provides investors with hypothetical performance. The SEC appears to have some issues with this...

Upcoming Webinars
This coming Monday, September 17, from 11 AM to 1 PM, I will host a webinar titled The 10 Most Common Mistakes GIPS Compliant Firms Make. This webinar is free!My colleague, John D. Simpson, will host a webinar on Tuesday, September 25, starting at 12 noon (EST). It is...

Performance Measurement Department’s Top Five Struggles
We have already heard from a few folks with their lists of the "top five struggles performance measurement departments face," and there's time for more, but soon there won't be!I posted an invitation last week for readers to submit their lists. One will be selected to...
