Discussion Leaders

Serdeep Singh

Rethinking Benchmarks

Claude Giguere

Net-of-Fee Calculations

99th Meeting of The Performance Measurement Forum

Thursday, November 17, 2022

8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 10:45 A.M.

Zoom Meeting Starts

MEMBER INTRODUCTIONS, UPDATES & QUESTIONS

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10:45 – 11:15 A.M.

MORNING BREAK

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11:15 – 12:00 P.M.

Calculating Net-of-Fee Returns From a Notional Annual Fee Rate

Claude Giguere, Robust Technologies

Slide Deck

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12:00 – 1:00 P.M.

LUNCHEON

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1:00 – 2:00 P.M.

Rethinking Benchmarks You Use:

Should They Reflect The Fees & Transaction Costs?

Serdeep Singh, RIMES Technologies

Slide Deck

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2:00 – 3:00 P.M

OPEN DISCUSSION

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3:00 – 3:30 P.M.

AFTERNOON BREAK

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3:30 – 4:45 P.M.

OPEN DISCUSSION

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4:45 – 5:00 P.M.

NEXT DAY & END OF DAY WRAP-UP

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Friday, November 18, 2022

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8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 10:30 A.M.

OPEN DISCUSSION

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10:30 – 11:00 A.M.

MORNING BREAK

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11:00 A.M. – 12:00 Noon

An Update on ESG & ESG Benchmarks

David D. Spaulding, DPS, CIPM, The Spaulding Group

Serdeep Singh, RIMES Technologies

Slide Deck

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12:00 noon – 1:00 P.M.

WRAP-UP & LUNCHEON

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November 17 & 18, 2022

Thursday

9:00 AM – 5:00 PM PST

Friday

9:00 AM – 12:00 NOON PST

LOCATION

Omni San Diego Hotel

675 L Street

San Diego, CA 92101

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