Consulting

Do you have any performance measurement issues, challenges, or objectives?

The Spaulding Group can assist you with any issues that you may come across in the field of investment performance measurement.

We are recognized globally as the leader in investment performance measurement products and services. No one is as involved with performance measurement as much as we are.

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Technology Consulting

Looking for a partner who knows technology and performance measurement?

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Operational Consulting

Are there hidden risks or opportunities to improve that you may be overlooking in your performance operation?

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ESG Consulting and Verification

Investment management firms are facing increased pressure to meet environmental, social, and governance (ESG) demands. We can help you to effectively address ESG in your organization.

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Vendor Support

Enhance your system, increase exposure, better understand your target market, or gain a highly respected seal of approval.

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After Tax Consulting

After-tax is one of the hottest areas related to performance. Our team has deep experience with after-tax performance and can help you navigate this complex and increasingly important topic.

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New SEC Marketing Rule

The new SEC marketing rule regulates marketing communications by investment advisers. This will impact nearly all investment advisors. Is your firm ready?

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What People are Saying About Us

Jed Schneider CIPM

“The Spaulding Group has successfully positioned itself into the center of the performance world.”

Jed Schneider, CIPM

Our Clients

We have consulted to clients throughout the United States, Canada, Europe, the Middle East, Australia and New Zealand. We serve investment advisors, banks, mutual fund companies, insurance companies, hedge funds, custodians, broker dealers, investment consulting firms, plan sponsors, and software vendors.

Why TSG?

TSG’s consultants are seasoned performance measurement professionals, who have walked with all aspects of performance measurement and risk. By focusing solely on performance measurement, they have a wealth of experience to draw on. We also have countless resources within the industry to provide additional support if needed. Because of our expertise and years of experience supporting the money management industry, we hit the ground running. Our clients don’t have to waste time and money explaining the industry to us. We know the right questions to ask and can leverage our wealth of experience to benefit our clients.

The Spaulding Group Consulting

Tell us about your consulting needs.

Please answer the questions below, and we will provide you with a detailed response to your consulting query. Or, if you need immediate assistance, please call 732-873-5700.