Performance Measurement Forum / Asset Owner Roundtable

The Performance Measurement Forum and Asset Owner Roundtable are interactive networking and practical information exchanges where performance measurement professionals examine important topics in an atmosphere conducive to dialogue, knowledge sharing, and networking. Members engage with global industry leaders to explore a variety of performance and risk topics, implementation strategies, management challenges, and policy solutions that directly apply and influence their proficiencies and effectiveness.

These one-of-a-kind learning and information exchange environments provide the capabilities and resources to give today’s performance measurement professionals the knowledge necessary to benefit themselves and their organizations.

2021 Performance Measurement Forum and Asset Owner Roundtable Membership List

CalPERS

CalSTRS

State Street

Northern Trust

Click for full list…

Prior Meetings of the Performance Measurement Forum and Asset Owner Round Table

Since 1998 – The Forum And Roundtable have criss-crossed the globe

Become a Member

UPCOMING MEETINGS

PERFORMANCE MEASUREMENT FORUM

May 13-14, 2021 – Philadelphia, PA (In-person/Hybrid option)

June 24-25, 2021 – EMEA (All Virtual)

November 11-12, 2021 – EMEA (All Virtual)

November 18-19, 2021 – Orlando, FL (In-person/Hybrid option)

ASSET OWNER ROUNDTABLE

May 12, 2021 – Philadelphia, PA (In-person/Hybrid option)

November 17, 2021 – Orlando, FL (In-person/Hybrid option)

What People are Saying About Us

Tim Flanagan, AllState Insurance

“We have implemented what we have learned from past forums that resulted in major benefits to our performance measurement accuracy and efficiency. Forum members are credible and experienced and are relevant to our needs.”

Tim Flanagan, AllState Insurance

Tricia Bailey, CIPM

“I haven’t been to the Forum for three years. After ‘coming back’ I’m reminded what a high value, high return investment the Forum is. Attending the Forum is one of the best decisions you can ever make. I’ve been part of the Forum for almost 15 years and in my opinion, the Forum meetings are more relevant and useful than other industry conferences.”

Tricia Bailey, CIPM

Jeff Greaney, CFA

“It’s a great Forum to reconnect with investment theory and its application to key challenges of the day.”

Jeff Greaney, CFA

Damian Handzy, Ph.D.

“Interactive, open, honest exchange of expert information.”

Damian Handzy, Ph.D.

Dax Johnson, CFA

“The forum enables great interaction with industry peers on current and emerging topics.”

Dax Johnson, CFA

Mike Dunigan, CalSTRS

“Fantastic group of thought leaders. Discussion with peers around common challenges is immensely invaluable.”

Mike Dunigan, CalSTRS

Sylvain Desrosiers

“It is tough to find peer gatherings that specifically target our job function. The Roundtable does this. It’s nice to speak with our peers all in one place. There is a lot of value in sharing challenges and solutions with your peers. The Roundtable is valuable to me and my firm because of the knowledge and exchange of information from the participants.”

Sylvain Desrosiers

Pieter Wijnhoven

“It is a great platform for discussing best practices, challenges, and issues in performance measurement and attribution.”

Pieter Wijnhoven

Martin Bjorn Jensen, CFA

“I find the Forum to be a great place for staying up-to-date on trends and news in the performance industry. Participants share their ideas and working challenges in an open-hearted way so I always bring a lot of input with me back from the Forum and I am able to use this in my daily working life.”

Martin Bjorn Jensen, CFA

Benefits of Membership

  • Forum Members have access to 4 meetings per year (2 in North America, 2 in EMEA)
  • Asset Owner Roundtable members gain access to 2 meetings per year in North America
  • All members receive special discounted rates on Spaulding Group services and products, including GIPS verification, consulting, training, conferences, and publications.
  • Complimentary copies of all survey reports: GIPS, technology, attribution and the performance measurement professional
  • A complimentary subscription to The Journal of Performance Measurement
  • Complimentary access to The Journal of Performance Measurement article archives (over 500 articles)
  • Complimentary access to training webinars and e-learning platform

What’s Discussed?

“Dedicated and experienced performance professionals that bring real issues and practical solutions.”

  • Net vs. Gross Returns
  • Performance & Attribution Practices
  • Performance on Alternative Investments
  • Macro Attribution
  • The GIPS® Standards
  • Rising Cost of Data
  • Money-Weighted Returns
  • Strategy Attribution
  • Challenges in Benchmarking Illiquid Assets
  • Real Estate Benchmarks
  • Data Management
  • Liquidity Risk
  • Onboarding Risk Systems
  • Data Management Issues
  • Use of IRR For Illiquid Assets
  • Presenting Performance To Higher Management
  • Goal-Based Reporting
  • Private Investments Best Practices
  • Employee Development
  • Performance Book of Records

Become a Member

Please complete the form below and we will be in touch with you as soon as possible. Thank you for your interest.

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