Performance Measurement Forum – Asset Owner Roundtable – Broker Dealer Symposium

The Performance Measurement Forum, Asset Owner Roundtable, and Broker Dealer Symposium 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.

2022 Performance Measurement Forum and Asset Owner Roundtable Membership List

CalSTRS

State Street

Northern Trust

World Bank

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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

What People are Saying About Us

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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The Journal of Performance Measurement

The Performance Measurement Resource.

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