GIPS Compliance, Performance Verification, Education, and Performance Measurement Consulting Solutions
where Performance professionals go to get solutions to their problems...
the spaulding group, your partner in performance measurement
What are the GIPS Standards?
The Global Investment Performance Standards (GIPS) are an ethical set of standardized, industry-wide principles that provide investment firms with guidance on how to report investment performance to prospective clients. Have questions about GIPS compliance?
Performance Measurement, Attribution, & Risk Training
As performance measurement’s role continues to grow, there is an increased need for qualified personnel. We have several well regarded “off-the-shelf” investment performance measurement training classes that we can deliver to your team including: Fundamentals of Performance Measurement, Performance Measurement Attribution, Portfolio Risk, Performance Boot Camp, and Customized in-house training.
Operations Consulting & Review
Are there risks that you may be overlooking regarding your operation?
Are your calculations to measure returns and risk appropriate?
Do you have adequate policies, procedures and controls in place?
Are you employing “best practices”?
Does the rest of your firm feel there is room to improve?
The Spaulding Group’s Operations Review service covers all aspects of a firm’s performance and risk measurement process, and provides many benefits.
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Juliana Stewart
Business Analyst at Misoft Consulting
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Business Analyst at Misoft Consulting
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Marketer at Yuum
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