Education

Here’s How You Can Gain The Critical Knowledge Needed For Investment Performance Measurement, Attribution, The GIPS Standards, And Risk…

As performance professionals, our roles continue to grow and change. We need a unique skill set that calls for an analytical mind coupled with the ability to interpret and present our findings to improve the overall investment process.

The Spaulding Group has been promoting, educating, and driving the growth of the performance professional for more than 30 years, by providing the education, information, and research necessary to meet the ever-changing demands of our highly specialized field.

For over twenty years we have offered highly praised “off-the-shelf” investment performance measurement, attribution and risk training classes including Fundamentals of Performance Measurement, Performance Measurement Attribution, Portfolio Risk, Performance Boot Camp, and Fundamentals of GIPS.

Online Training

Fundamentals of Performance – Plus

Performance Measurement Attribution

Python for Performance

Fixed Income Attribution

In-House Training

Customized to meet your firms unique needs.

Pick and choose the topics that are most relevant to you and your team.

In-Person Curriculum

Fundamentals of Performance Measurement

Performance Measurement Attribution

GIPS Standards Workshop

Performance Measurement Boot Camp

 

More than 4,000 investment professionals have attended our open enrollment classes and more than 120 firms have brought us in to teach in-house courses for their staff. Some more than five times.

In 2020 we launched a robust online Institute that offers a growing catalog of virtual courses virtually. The Institute provides an intuitive, easy to navigate e-learning platform that allows you to learn at your own speed and tempo.

 

Upcoming Training

  • May 10-11, 2021 Fundamentals of Performance Measurement – Philadelphia, PA
  • May 12, 2021 – Asset Owner Roundtable – Philadelphia, PA
  • May 13-14, 2021 – Performance Measurement Forum – Philadelphia, PA
  • June 22-23, 2021 – PMAR North America, Philadelphia
  • November 11-12, 2021 – Performance Measurement Forum – Amsterdam, The Netherlands
  • November 17, 2021 – Asset Owner Roundtable – Orlando, FL
  • November 18-19, 2021 – Performance Measurement Forum – Orlando, FL
  • September 14-15, 2022 – PMAR Europe

We also offer customized investment performance measurement training to better suit your unique requirements. Our classes have become very popular and many firms bring us in year after year to train their new staff.

Our courses are highly interactive and provide “real world” applications. Students are afforded the opportunity to present and discuss issues that they may be wrestling with. Exercises are provided throughout our classes to give students the chance to try out various formulas and techniques to which they have been introduced. In addition, the instructor uses case studies and real-life examples to enhance the material and make the concepts more relevant.

Request a Training Proposal

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

Cinda Whitten, Principal Global Investors

“The Spaulding Group’s events are a cost effective way to train and keep my staff up to date on topics related to performance measurement, attribution, risk and the GIPS standards. It also provides us with an opportunity to get together and ask questions from industry experts that we would not otherwise have access to.”

Cinda Whitten, Principal Global Investors

Custom In-House Training

Master Performance Measurement, Attribution, Risk, and GIPS, Without Leaving Your Office…

“It’s hard to find such focused training around the topic of performance measurement along with experienced instructors who can get into the details of various calculations. I recommend this two-day training course for firms looking to provide a good foundation on this topic.”

– Rajiv Mathur

Finally, you can give your entire staff the understanding they need in performance measurement, attribution, risk, and GIPS without leaving the comfort of your office. 

No travel expenses.  No need to have key staff away from the office. No hassles.  Let us come to you.

Request a Training Proposal

More than 4,000 people have participated in our training programs, with numbers increasing monthly. With an in-house class, you can train a large group of people at a deep discount.

Every year, firm’s bring us into their shops to conduct training for their teams. This saves them the cost of transporting their staff, provides continuing education credits and limits their time away from the office. And, because we discount the tuition for in-house training, it saves them even more!

We can customize a class to meet your firm’s exact needs, or we can teach one of our standard courses. Benefits include:

  • Reduced tuition (44% off of normal tuition price)
  • No travel expenses (other than for the instructor)
  • No time away from the office
  • Option to customize class to your firm’s specific needs
  • Personalized service
  • Scheduling flexibility – you choose the date
  • Save on development time and costs… we’ve done the work for you
  • Peace of mind… in-house training allows indispensable staff to get the training they need, yet still be accessible should you need them
  • We’ll exceed your expectations… we find out what you need from the course beforehand, ensuring we exceed your expectations.

 

Get a Customized Training Proposal

We can provide you with a proposal tailored to your precise training needs.

Please answer the questions below, and we will provide you with a additional information on customized training for your organization.   Or, if you need immediate assistance, please call 732-873-5700.

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