by David Spaulding | Jul 31, 2017 | pension funds, asset owners, GIPS, Global Investment Performance Standards, Investment Performance Guy, IRR, money-weighted return, performance measurement, time-weighted return, time-weighting
This is the time of year when many pension funds report their returns for the prior fiscal year. And often, the reported returns were calculated using a time-weighted method. But, is this appropriate? Or, perhaps, is more needed? In my way of thinking, pension funds,...
by David Spaulding | Jul 19, 2017 | Investment Performance Guy
TSG, in association with Confluence Technologies, Ortec Finance, Robust Technologies, and Statpro, is conducting a performance measurement technology survey. This is the sixth time TSG has conducted a survey on performance measurement technology. The survey covers...
by David Spaulding | Jul 12, 2017 | performance measurement, Investment Performance Guy
I have frequently encountered things that have been implemented, that just seemed like SUCH good ideas at one time. However, often we later discover that what may have, indeed, seemed like a good idea isn’t, in reality. This post will focus on a few of cases...