by David Spaulding | Sep 17, 2019 | composite inception date, 2020 GIPS Standards, composite creation date, composites, GIPS, GIPS 2020, Global Investment Performance Standards, Investment Performance Guy
A video to help explain the difference: composite creation vs. composite inception date With the introduction of the 2020 version of the GIPS(R) Standards, a new requirement is surfacing: for firms to report the composite’s inception date. This is defined in the...
by David Spaulding | Feb 7, 2019 | annualization, annualized returns, cumulative returns, Investment Performance Guy
When it comes to the annualization of returns, most folks think that the rules are pretty straightforward and agreed by all. However, that truly is not the case. And, it is most notable when we’re dealing with a “point-to-point” cumulative return...
by David Spaulding | Feb 7, 2019 | software design, Investment Performance Guy, software
In this video, I present my thoughts on who should take the lead when it comes to software design; that is, who should be the primary one to come up with the ideas for reports, screens, functions, etc. Having spent roughly three decades developing and designing...
by David Spaulding | Feb 1, 2019 | Investment Performance Guy, performance examinations
I’m going to be doing more “VBlogs” (Video Blogs), as I’m finding them an interesting way to share my thoughts and insights. This one deals with emotion in performance measurement, as stated in the title: that is, having some degree of...
by David Spaulding | Jan 9, 2019 | Performance measurement conference, Investment Performance Guy, PMAR
Performance Measurement Conference? We’re counting down (or is it up?) to 30! My, how time flies (as the saying goes)! We launched the PMAR conferences (Performance Measurement, Attribution & Risk) in 2003. Our conference schedule for 2019 is: PMAR North...
by David Spaulding | Dec 11, 2018 | PMAR, Attribution & Risk, GIPS, GIPS 20/20, GIPS 2020, GIPS standards, Global Investment Performance Standards, Investment Performance Guy, Performance measurement conference
PMAR 2019 Agenda Draws a Singular Question We recently published the agenda for our upcoming PMAR (Performance Measurement, Attribution & Risk) North America conference, and have been asked the same question by several colleagues: “Why isn’t there a...