Events

“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

The Spaulding Group is not a conference company putting on performance measurement conferences and forums. We’re a performance measurement company that hosts events, conferences and interactive forums.

The Spaulding Group has provided a space for investment performance professionals to gather, share ideas, and affect change within our industry for over twenty years. The flagship membership group is the Performance Measurement Forum.

PMAR Conference

PMAR West

PMAR Europe

Performance Measurement Forum - Asset Owner Roundtable

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

Marianne Martin, CFA, CIPM

“PMAR is the most interesting conference in the field”

Marianne Martin, CFA, CIPM

Jacques Gagné, Société de l’assurance automobile

“I just wanted to congratulate you for the excellent organization of the PMAR conference in Philadelphia. I have attended many conferences in my fairly long career and this last PMAR conference clearly deserves a top decile ranking. My thanks and congratulations to everybody involved with the organization. Another proof that The Spaulding group knows how to do things well.”

Jacques Gagné, Société de l’assurance automobile

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

Bryan Jones, Canada Life

“Thank you very much for organizing a fantastic conference, I thoroughly enjoyed it, as did my colleague.”

Bryan Jones, Canada Life

Paul Farrar, Sarasin

“I would recommend the conference to anyone involved in performance and risk analysis. It provides a platform to meet peers, and to present new ideas. I met a lot of contacts which may be useful in the near future so overall I was very happy.”

Paul Farrar, Sarasin

James Edmonds, CFA

“PMAR is an excellent forum for performance measurement professionals to hear the latest thinking from some of the best practitioners in the business. The range of subjects covered definitely makes the time commitment to attend worthwhile.”

James Edmonds, CFA

Carl Bacon, CIPM

“It has been a pleasure and an education to participate in PMAR and I am glad that PMAR will be coming back to Europe. The Spaulding Group’s team is in touch with the topics, speakers and opportunities that affect investment performance measurement and are a vital resource to the dissemination of information. PMAR in effect demands the attendance of all Performance Measurement Professionals.”

Carl Bacon, CIPM

Mark Goodey

“Bringing PMAR to London attracted great interest, as the Spaulding events are always informative, motivational and well worth the investment. The program is uniquely universal to all areas of the profession with first rate and talented speakers. It’s clearly not one to be missed!”

Mark Goodey

Jose Menchero, Ph.D., CFA, Dietz Award Recipient

“For years, PMAR has been the leading forum in the USA for learning the latest issues, trends and methods in performance and risk attribution. It’s nice to see that this great event has had success in Europe as well.”

Jose Menchero, Ph.D., CFA, Dietz Award Recipient

Jim Trotter

“The ability to be able to discuss operational, technical, resource, financial and strategic challenges in one event is now invaluable. The PMAR event offers that opportunity and should be viewed as a must attend event in London.”

Jim Trotter

Tom Jacobs, Ivy Investments

“PMAR has become the must attend performance and risk conference. From the timely topics to the world class speakers, this conference has it all. It is also entertaining and well organized. Run, don’t walk to this conference.”

Tom Jacobs, Ivy Investments

Stephen Campisi, CFA, Dietz Award Recipient

“PMAR is the ‘gold standard’ of performance conferences.

PMAR is the best value in conferences by every measure: timely topics, top-notch speakers, world-class administration. And, it’s fun! The contacts I’ve made at PMAR have been invaluable to me. Each time I attend PMAR I come away with confirmation that I’m on the right track, or I find guidance on how to get moving in the right direction.”

Stephen Campisi, CFA, Dietz Award Recipient

Jenny Tsouvalis, Vice President, OMERS

“PMAR is a valuable conference that provides informative topics & material on the various facets of investment performance & attribution. Topics are always timely & relevant as the industry evolves & grows with challenging dimensions.”

Jenny Tsouvalis, Vice President, OMERS

Cephas Masikini, Ph.D

“I have found PMAR conferences invaluable. These conferences have not only provided me with the necessary up to date skills, they have exposed me to the ‘Frontiers of Recent Developments’ in Performance Measurement, Attribution and Risk. Speakers at these conferences are not only leading pioneers in their respective subjects, but are chosen very carefully, so that conference attendees can benefit immensely from their presentations. PMAR conferences to me, are ‘Second to none’. I strongly recommend these conferences to anyone engaged in the business of risk, portfolio performance measurement and attribution.”

Cephas Masikini, Ph.D

Michael Stevens, Prudential

“The best thing about each of the (PMAR) conferences I’ve attended is that I walk away inspired to learn more. I see so many intelligent speakers and attendees with great amounts of experience that it challenges me. I’ve also met a lot of contacts that I can bounce ideas off of.”

Michael Stevens, Prudential

Upcoming Events

  • 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
  • June 24-25, 2021 – EMEA Performance Measurement Forum (Virtual)
  • 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

 The Performance Measurement Forum was founded in 1998, and has become the place for performance industry leaders to discuss various performance, attribution, risk, regulatory, and topics related to the GIPS® standards, as well as learn from the knowledge base that each person brings to the table. Since the beginning, the forum has contributed to enhancing the role of performance in the investment industry. The Asset Owner Roundtable was added in 2013 to fill a demand needed by the asset owner community. PMAR North America, PMAR Europe, and PMAR West have become the performance measurement, attribution and risk events that peers across the globe attend on an annual basis. Click on the associated links to discover how you can get involved.

Free Subscription!

The Journal of Performance Measurement

The Performance Measurement Resource.

Click to Subscribe