Today, being the last Monday of the month, is "Performance Measurement Think Tank" day! We hold our Think Tank calls the last Monday (unless it's a holiday, in which case the date will shift) of each month. We've hosted the Performance Measurement Think Tank for a few...
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.
Performance Measurement Think Tank
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A “down under” lesson about GIPS®
I'm in Sydney, Australia this week, where I spoke at the annual iPARM conference, and tomorrow will host, for the first time, a workshop titled Performance Measurement Trivia & Oddities. We will shortly put this on as a full day webinar (November 28), but...
Don’t be a “hidden figure” in performance measurement
If you are linked to me on LinkedIn or follow me on Twitter, you're familiar with this picture: it's my rendition of Dos Equis' "Most Interesting Man" promotion. It has been primarily a vehicle to convey a message in a humorous fashion. Well, today, it seemed fitting...
The Lessons of Leonardo da Vinci: yes, we, too, can rise to this level (or at least close to)
A new biography on Leonardo da Vinci is something we all should want to read While I frequently recommend books, this is the first time I'm recommending one I haven't yet read; actually, one that hasn't yet been published (as it's due to be released October...
The GIPS Standards and Fraud: some clarifying points
Getting quoted I spent about eight years in politics, from 1996 to 2004. In 1996 I ran for my township's council, and lost. I was encouraged to run again, and the next year was elected by a "landslide." Two years later, I ran for mayor, and again prevailed by a...
What’s happening with the GIPS Guidance Statement on Verifier Independence?
The Global Investment Performance Standards (GIPS(R)) expects an asset manager or owner's verifier to be independent, meaning that their assessment of the firm/organization must be objective, and not influenced by any other relationships or associations, or...
What you don’t know about the planned changes to GIPS might hurt/surprise you!
Announcing our "Keeping Up w/GIPS(r) Webinar" A lot is happening with the Global Investment Performance Standards (GIPS). So much so, that it might be a tad overwhelming. You might be tempted to just ignore some of it, thinking "does it really matter?" Well, I can...
Performance Measurement Technology Survey … you have one more week to participate!
We've extended the deadline to participate in our 6th Performance Measurement Technology Survey! While the response to our Performance Measurement Technology Survey has been quite good, we just know we can get at least a few more participants. We originally set...
Heading west with PMAR West
Heeding the words of Horace Greeley, we're going west ... with PMAR West!!! PMAR West: an idea whose time has come! I try to be quick to give credit for great ideas, and so I'll give credit for this one ... to me! Yes, this was my idea. I felt that with the success...
Is midday cash flow treatment acceptable?
Can't decide? Why not "split the difference," and go with a midday cash flow? Occasionally, we hear from firms who just can't decide whether to employ a start- or end-of-day cash flow policy. As you're probably aware, for quite some time I've advocated a "dual"...