Too many in our industry are unaware of the increases in benchmark costs. The Spaulding Group is committed to promoting market index cost transparency, in order to shed increased light on this topic. For some time now, The Spaulding Group has been working with three...
A GIPS(R) (Global Investment Performance Standards) verification client was rebalancing their blended benchmark annually and their portfolio monthly. This sparked a whole long discussion with a few colleagues on the appropriate timing for rebalancing. The basic...
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