A Dozen PMAR Secrets Revealed

Posted by David Spaulding - May 6, 2018 - GIPS, GIPS 20/20, Global Investment Performance Standards, Investment Performance Guy, Journal of Performance Measurement, pension funds, performance attribution, performance calculations, performance measurement, Performance measurement conference, PMAR, risk

A thought occurred to me while I was driving to Bethesda, Maryland today (I will be doing a GIPS® verification here tomorrow). Chances are, most performance measurement professionals, even those who’ve attended one or more PMAR (Performance Measurement Attribution & Risk) conferences, may not know certain key things about our conferences. Well, why not let […]

Spreadsheets for performance: caution!

Posted by David Spaulding - February 27, 2017 - GIPS, GIPS standards, Investment Performance Guy, performance calculations, performance measurement, rate of return

Spreadsheets are powerful tools. In business, they’ve become indispensable. But, they come with huge risks. Let’s briefly touch on a few. Systems on spreadsheets … not usually a good idea Around 30 years ago I took over responsibility for a NYC-based asset manager’s systems. Portfolio accounting systems back then were very basic. The one we had […]

List of Formulae – Principles Level

Posted by admin - March 20, 2012 - attribution analysis, CIPM, CIPM Exam Tips & Tricks, CIPM formulae, CIPM formulas, CIPM Principles, performance calculations, performance measurement, rate of return calculations, risk calculations, risk measurement

I am teaching The Spaulding Group’s prep class for the CIPM Principles and Expert level exams this week in Chicago, and it became apparent to me that most of the students in the class were not aware that CFA Institute has a “List of Formulas” document as part of the curriculum that candidates are responsible […]