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...
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.
PMAR 2013
read more
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...
Remembering 9/11
A new publishing year of The Journal of Performance Measurement will soon be here, along with some new additions
You are probably aware of my habit of referencing anniversaries, especially those ending with a "5" or "0." Well, this Fall will see The Journal of Performance Measurement(R) begin a new publishing year, but it won't end with either of these numbers. However, that...
Trading without the cash
I just got off the phone with a GIPS(R) (Global Investment Performance Standards) verification client, who is trying to reconcile the settlement and trade date sides of trading. On trade date, they don't have the cash necessary to make a purchase; but, by settlement...