by David Spaulding | Nov 20, 2018 | ETF, benchmarks, Exchange Traded Fund, GIPS, Investment Performance Guy, market index
ETFs as benchmarks: is it time? A topic that continues to gain attention is the massive increases that have occurred with market indexes. We regularly hear stories of firms being required to pay multiples of what they had been for some of the major ones. Despite the...
by David Spaulding | Sep 7, 2018 | benchmarks, CIPM, Investment Performance Guy, market index, peer group
For some time I’ve grown tired of seeing the seven (now eight) benchmark criteria credited to Bailey, Richards & Tierney (2007. “Evaluating Portfolio Performance”). I first learned of them when I took the then CGIPS now CIPM(r) Principles Exam,...
by David Spaulding | Mar 14, 2018 | market index, benchmarks, GIPS, Global Investment Performance Standards, Investment Performance Guy
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...
by David Spaulding | Nov 24, 2015 | benchmarks, index, Investment Performance Guy, market index, performance measurement
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...
by admin | May 11, 2012 | benchmarks, market index
Note that the title of this post includes “market index,” not “benchmark.” The reason? Benchmark can mean more than market indexes; for example, it includes absolute benchmarks, such as LIBOR or LIBOR + 1. These ARE appropriate for...
