The following question was recently sent to me: suppose a firm uses a blended benchmark that rebalances quarterly… how should they calculate external dispersion? I guess I hadn’t given much thought to the possible challenges with rebalancing quarterly benchmarks, but a solution came to me rather quickly, that I want to share with you. Of course, […]
Read MoreA 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 […]
Read MoreIt’s not difficult for a performance measurement conference promoter to claim their conference is the best. The Spaulding Group has, for many years, claimed that its PMAR (Performance Measurement, Attribution & Risk) conferences are the best. In a recent blog post I encouraged readers to compare ours with those others offer. We are confident […]
Read MoreI never had any ambition to write. In fact, I had little interest in studying English, grammar, or any of its related topics. I was always a “math guy,” and had somehow concluded (falsely, as it turns out) that you can either be good at math or English, but not both. However, upon graduating from […]
Read MoreLooking 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 […]
Read MoreBacon 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, […]
Read MoreIn 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 […]
Read MoreBacon vs. Spaulding … the time has come for a showdown! Carl Bacon, CIPM is a well known figure in the world of performance and risk measurement. And over the years, he and I have engaged in a few discussions covering a variety of topics. This has included a few “Battle Royales” at our annual […]
Read MoreWe are just one week away from our [almost] all day training webinar titled “Performance Measurement Trivia & Oddities.” This class will definitely teach you quite a bit: we guarantee it! We’ve already had folks sign up for individual, site, and global licenses! I taught this webinar in Sydney last month, where I’ve been doing workshops for the past few years. […]
Read MoreIf you are linked to me on LinkedIn or follow me on Twitter, you’re familiar with this picture: it’s my rendition of Dos Equis’ “Most Interesting Man” promotion. It has been primarily a vehicle to convey a message in a humorous fashion. Well, today, it seemed fitting to use it to present to you 10 […]
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