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Home» Investment Performance Guy (Page 3)

Simplify GIPS Compliance

Posted by David Spaulding - April 12, 2018 - GIPS, GIPS compliance, GIPS standards, Investment Performance Guy, performance measurement

Looking for ways to simplify GIPS compliance Let’s face it: complying with the Global Investment Performance Standards (GIPS®) can be a challenge. And so, why not look for ways to simplify the process? Here are a few ideas you may find of interest. Get off of spreadsheets GIPS compliance requires technology. But too many firms […]

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Bacon vs. Spaulding: perhaps it was not meant to be …

Posted by David Spaulding - April 3, 2018 - Carl Bacon, Investment Performance Guy, performance measurement

Bacon vs. Spaulding: will it happen? Despite what some may believe, Carl Bacon and I are good friends. We’ve known each other for more than 20 years, have served on committees together, have “broken bread” together on multiple occasions, and have disagreed about a few things. Well, actually, MORE than a few things. And so, […]

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Incorporating mutual funds into a GIPS composite

Posted by David Spaulding - March 29, 2018 - composites, GIPS, Global Investment Performance Standards, Investment Performance Guy, mutual funds, Mutual funds and GIPS

Things to know about incorporating mutual funds into a GIPS composite Many asset managers who are seeking compliance with the Global Investment Performance Standards (GIPS®) want to include mutual funds. While this is fairly easy to do, there are a few things that you should think about. Include in separate composites or with separate accounts? […]

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Dare to compare performance measurement conferences

Posted by David Spaulding - March 20, 2018 - Investment Performance Guy, Performance measurement conference

When it comes to choosing a performance & risk measurement conference, you have choices. Everyone claims that their event is the best. We are no different, but we can back it up. While most performance conferences abandoned the practice of giving attendees hard copies of slides (no doubt to save money), we still do. We […]

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GIPS compliant? What to do about those high market index costs?

Posted by David Spaulding - March 14, 2018 - benchmarks, GIPS, Global Investment Performance Standards, Investment Performance Guy, market index

The Spaulding Group has been at the forefront in providing education, information, and research, as well as fostering interaction regarding the high market index costs many firms and institutions are experiencing. We’ve moderated panel discussions, participated in and published a research study in The Journal of Performance Measurement®, addressed the topic in blog posts and our […]

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Accruing advisory fees: does it make sense?

Posted by David Spaulding - March 13, 2018 - accruing advisory fees, advisory fee, GIPS, GIPS 20/20, Global Investment Performance Standards, gross of fees, Investment Performance Guy, net of fees, net-of-fees return

I recently sent a suggestion into the GIPS(R) (Global Investment Performance Standards) Help Desk, suggesting that they introduce a recommendation, if not an outright ban, on firms deducting the annual fee from the annual gross-of-fee return, to arrive at their annual net-of-fee return, as part of GIPS 20/20. To me, this is far from accurate. […]

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What performance measurement tattoo will YOU get?

Posted by David Spaulding - March 3, 2018 - CIPM, Investment Performance Guy, IRR, performance measurement, PMAR

In this weekend’s WSJ there’s an article on companies that are encouraging their employees to get tattoos: Nice Tattoo! I Didn’t Know You Worked at Walmart. I would love to see Patrick, Chris, and Douglas, or John, Ashley and Linda adorn their bodies with The Spaulding Group’s logo [I might even give them a bonus to have it done!]. My […]

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TSG’s GIPS Policies and Procedures Contest Winners

Posted by David Spaulding - February 26, 2018 - GIPS Policies & Procedures, Investment Performance Guy

I am really thrilled to announce the winners of The Spaulding Group’s GIPS Policies and Procedures Contest. GIPS®, the Global Investment Performance Standards, requires compliant firms to have written policies and procedures. And preparing these P&P is often one of the most challenging aspects of achieving and maintaining compliance. We thought it would be fun […]

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Overcoming the fear of GIPS compliance

Posted by David Spaulding - February 15, 2018 - GIPS, GIPS 20/20, GIPS compliance, GIPS Planning Session, GIPS standards, GIPS verification, Global Investment Performance Standards, Investment Performance Guy

GIPS compliance brings more than opportunities Since its introduction nearly 20 years ago, the Global Investment Performance Standards (GIPS®) has brought with it much more than greater marketing opportunities, piece of mind, and improved operations. Just its mere mention can invoke fear, angst, nervousness, trepidation, and similar unpleasant responses. I suspect that this is not […]

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Do You Trust Your Performance Numbers?

Posted by David Spaulding - February 14, 2018 - data, Investment Performance Guy, Marshall Smith, performance numbers

NOTE: today’s post is from a guest blogger, Marshall Smith, CIPM. Marshall is the Chief Product Officer at First Rate. It originally appeared on LinkedIn, and we were so impressed with it that we asked Marshall if we could post it here, as well. He graciously agreed. We talk to wealth managers on a regular basis […]

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