The Only Membership Group Focused On

The Needs Of Asset Owners


Imagine a place where professionals, like yourself, gather to discuss their most pressing concerns and ideas related to investment performance and risk, where they build upon each other’s knowledge and expertise, as well as that of invited guests. A place where the most relevant and timely performance topics are examined and dissected, leaving everyone in attendance with a deeper understanding of these ideas and concepts.


Such a place does exist and it’s called The Asset Owners Roundtable.


More than 15 years ago, we launched a membership group for performance professionals: a highly interactive, discussion group called the Performance Measurement Forum. Today, the Forum is made up of representatives from more than 50 firms from around the world. It brings together the combined brainpower of its members, as well as recognized performance measurement experts, to work on problems and challenges, and to discuss ideas and opportunities related to performance measurement.


Are you right for the Asset Owner Performance Roundtable?


Do you want to grow as a performance professional? Do you want to stay on top of trends and industry changes that could impact your organization? Do you want to participate in discussions and help others? Do you want to help your organization tackle problems and discover new opportunities and ideas?


This is not a lecture series. Our invited industry experts are told not to prepare hour-long presentations. They will give a 20-25 minute introductions and then turn the discussion over to the group; the main reason they’re invited is to get the discussion going and to participate in the dialogue. They’re not invited to be the center of the discussion because our members have such strong backgrounds that they can often contribute as much or more than our guests!


Membership in the Asset Owner Roundtable combines the talents of our industry’s leading thinkers and practitioners while providing an information network unrivaled in the industry.

Membership Benefits

  • Access to 4 meetings per year (2 in North America, 2 in Europe)
  • Special discounted rates on Spaulding Group services and products, including consulting, training, conferences, and publications. 
  • Complimentary copies of all survey reports: GIPS, technology, attribution and the performance measurement professional
  • A complimentary subscription to The Journal of Performance Measurement
  • Complimentary access to The Journal of Performance Measurement article archives
  • Complimentary access to our monthly training webinars (excluding the monthly Think Tank)
  • A special print newsletter only available to Roundtable members and Spaulding verification clients.

Next Meetings

Luxembourg

November 14, 2018

82
Days
18
Hours
19
Minutes
32
Seconds

Orlando, Florida

November 28, 2018

96
Days
18
Hours
19
Minutes
32
Seconds


Current Members

Bill and Melinda Gates Foundation
BNY Mellon
British Columbia 
Investment Management Co.
CalPERS
Caisse de dépôt et placement du Québec
Canandian Public Pensions Investment Board

CFA Institute
Eagle Investment Systems
General Motors Asset Management
Keva


Norges Bank
Northern Trust
Ontario Teachers' Pension Plan (OTPP)
Ortec Finance
PSP Investments
Real Dania
Sampension
South Carolina Retirement System
Stanford Management Company
State Street
Vulcan, Inc.


What's Discussed?

  • Net vs. Gross Returns
  • Performance & Attribution Practices
  • Alternative Investment Fund Investing
  • Macro Attribution
  • GIPS® For Asset Owners
  • Rising Cost of Data
  • Money-Weighted Returns
  • Strategy Attribution
  • Challenges in Benchmarking Illiquid Assets
  • Real Estate Benchmarks
  • Data Management
  • Liquidity Risk
  • Onboarding Risk Systems
  • Data Management Issues
  • Use of IRR For Illiquid Assets
  • Presenting Performance To Higher Management
  • Goal-Based Reporting
  • Private Investments Best Practices
  • Employee Development
  • Performance Book of Records


AORT Membership  Levels


There are two levels of membership in the Performance Measurement Forum.


  • Individual Membership
  • Corporate Membership

Individual and Corporate Forum members receive:


  • Access to two meetings per year (one pass for individual members; two passes for corporate members)
  • 10% discount on Spaulding Group services and products, including consulting, training, conferences, and publications
  • Complimentary copies of all survey reports: GIPS®, technology, attribution and the performance measurement professional
  • Complimentary subscription to The Journal of Performance Measurement®
  • Complimentary access to The Journal of Performance Measurement article archives
  • Complimentary access to our monthly webinars (excluding our monthly Think Tank).
  • We also offer enhanced membership packages which allow you to benefit from a bundle of recurring educational opportunities and a performance, attribution, risk and GIPS reference library:


Gold Members receive information resources and continuing education:


  • Access to Monthly Think Tank Calls
  • One pass to your choice of PMAR North America, PMAR Europe, Fundamentals of Performance Training or Performance Measurement Attribution Training
  • And a portable Performance Professional Library on an external hard drive, which will include:
  • All past articles of The Journal of Performance Measurement (containing over 360 articles)
  • All past monthly webcasts

Platinum Members receive even more information resources and continuing education:


  • Access to Monthly Think Tank Calls
  • Two passes to your choice of PMAR North America, PMAR Europe, Fundamentals of Performance Training or Performance Measurement Attribution Training
  • And a portable Performance Professional Library on an external hard drive which will include:
  • All past articles of The Journal of Performance Measurement (containing over 360 articles)
  • All past monthly webcasts
  • All past Newsletters (From 2003 – today)
  • All past Web conferences

What does this mean for you?


  • Reduces the need to scrounge up budget dollars to send staff to training or conferences
  • An extensive library of the most relevant and actionable information available to performance measurement professionals
  • A hard drive full of webcasts and web conferences covering performance, risk, attribution and GIPS topics
  • Access to experts on a monthly basis through the Think Tank to get the answers you need quicker.

"


It is a great platform for discussing best practices, challenges, and issues in performance measurement and attribution.



Pieter Wijnhoven 

Ortec Finance

"


It is tough to find peer gatherings that specifically target our job function. The Roundtable does this. It’s nice to speak with our peers all in one place. There is a lot of value in sharing challenges and solutions with your peers.  The Roundtable is valuable to me and my firm because of the knowledge and exchange of information from the participants


Sylvain Desrosiers

La Caisse

"


Fantastic group of thought leaders. Discussion with peers around common challenges is immensely invaluable.


Mike Dunigan
State Street

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