A Members Only Forum for Performance Measurement Professionals

The Advantages of The Performance Measurement Forum

Intimate & Exclusive

The Performance Measurement Forum is the only organization of its kind. It provides investment industry professionals with a symposium designed to enable interaction with one another and with performance measurement experts on what has become one of the most important areas of money management. Forum members gain valuable insights into the thinking and current practices of other leading money management organizations. It also provides a facility for close interaction with leading industry experts.

Off the Back Burner

The growing demand for more accurate measures of performance, and the risks associated with them, as well as attribution analysis to better understand the sources of returns, has moved these issues from the back burner to the forefront of the money management industry. Current issues including the Global Investment Performance Standards (GIPS®);, verification issues, after-tax reporting, attribution, regulatory issues, and risk, have all contributed to the current complexity of the measurement of returns.

Built for Members By Members

Constructed from members' input, the forum is committed to keep pace with the dynamics of the industry and the requirements of the members. Topics, speakers and sessions are driven by survey feedback and conversations with members.

Forum Meetings

The forum meets four times each year globally: There are two European meetings and two North American meetings. These meetings are held in major cities. One and a half day sessions cover a variety of topics and issues relating to performance measurement, such as the GIPS  standards, performance attribution, handling the timing of cash flows, and risk measurement. These sessions are only open to forum members. The forum promotes the building of relationships and trust among our members. This allows for further interaction outside of the regular forum sessions, as a result we have formed several working groups to address particular issues (for example, we have had working groups on Hedge fund performance, Vendor RFPs, IRR, Error Correction and certification of investment professionals (which was later turned over tho the CFA Institute to assist with the creation of the CIPM).

Only Group of its Kind

The Performance Measurement Forum is the only group of its kind facilitating one-on-one interaction between investment professionals and industry experts. 

We held our first meeting in New York on December 3, 1998. Since then we have held meetings all over the United States and Europe.



Keynote Speakers / Facilitators

To aid with discussions, various professionals serve as topic facilitators. Their own perspectives and insights enhance the value of these discussions and exchanges. 

Keynote speakers, who have included Jack Treynor, James E. Hollis, David MacKendrick, Claude Rosenberg, John Stannard, Stephen campisi, Daniele Fano, John Longo, Leslie Rahl and Steve Marsh make presentations to our members on topics of interest to the group.