25th Anniversary25th Anniversary Quotes

“Congratulations! Twenty-five years ago investment performance measurement and attribution was in its incipient stages of development. You and your associates have made a major contribution to the investment profession by founding The Journal of Performance Measurement and providing the vital leadership for the rigorous expansion of this discipline. Best wishes for the next 25 years.”
Gary P. Brinson

“The Spaulding Group has made enormous contributions to the performance industry over the last quarter century. The Spaulding Group brought practitioners together through their many outstanding conferences and forums, while helping to advance the field and promote best practices through The Journal of Performance Measurement. In short, the Spaulding Group has been instrumental in forging the community of performance professionals that we enjoy today.”
Jose Menchero, PhD, CFA

“You and your great team at the Spaulding group have helped advance investment performance and risk professional practice within the organizations I’ve been associated with and have actually “raised the bar” for the entire industry – well done and congratulations on 25 successful years!”
Wylie A. Tollette, CFA CPA, CalPERS Investment Office

“I’ve had the privilege of associating with The Spaulding Group since 2003.  I look to them as a constant in the changing world of investment performance.  Not only are they professional and knowledgeable innovators in our industry, they are also fun…adding enjoyment to the intense field of performance analysis, attribution and risk.  “
Tricia Bailey, Waddell & Reed

“The Spaulding Group has helped to raise the visibility of investment performance measurement as a profession. Through publishing the Journal of Performance Measurement as well as organizing conferences and industry forums, they have been instrumental in helping the community to develop and share best practices.”
Frances Barney, CFA, BNY Mellon

“Congratulations Spaulding Group for 25 years of serving the investment community! I have always valued your leadership and direction, your capacity and creativity and your relationship and confidence. While your expertise and services are well known, I admire your cooperative spirit and collaborative mindset. Thank you for raising a high standard of excellence for us to follow. It’s my honor to salute you on this achievement! God bless you!”
Dave Stone, Founder, First Rate, Inc.

“We have been working with the Spaulding Group for over 5 years now and we are impressed by the professionalism and enthusiasm they approach all matters related to performance. The Spaulding Group provides a combination of extensive experience with deep knowledge and research in the field and is a unique source of information and advice. We are sure we will be working with the Spaulding Group for a long time in the future. Happy 25 Years Anniversary! I wish the next 25 years to be full of even more success!”
Nikolaos Spyridakis, Rogge Global Partners

“Congratulations to David and the Spaulding Group Team on 25 years of excellent work in the area Performance Measurement!!!

We use the Spaulding Group’s Performance Measurement training program and have included David and his team to solicit and discuss performance related product ideas to benefit our clients. The performance training program is well constructed which gives our new and experienced analysts a strong foundation on performance calculations, attribution, risk adjusted returns and various market concepts around methodologies used in the industry. It’s hard to find such focused training around the topic of performance measurement along with experienced instructors who can get into the details of various calculations and industry trends. The Spaulding Group has been a great contributor to the promotion and success of our performance measurement industry. I wish them great and continued success in the years to come.”

Rajiv Mathur, Senior Vice President & Head of North America Client Service
State Street Global Services – Performance Services

“Congratulations to David Spaulding and The Spaulding Group on 25 great years.  Here’s to spreading the good word on performance measurement topics and pushing the industry for another 25 more!”

Joe Nardulli, Vice President
The Northern Trust Company

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