Looking for ways to simplify GIPS compliance Let's face it: complying with the Global Investment Performance Standards (GIPS®) can be a challenge. And so, why not look for ways to simplify the process? Here are a few ideas you may find of interest. Get off of...
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.
Simplify GIPS Compliance
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Bacon vs. Spaulding: perhaps it was not meant to be …
Bacon vs. Spaulding: will it happen? Despite what some may believe, Carl Bacon and I are good friends. We've known each other for more than 20 years, have served on committees together, have "broken bread" together on multiple occasions, and have disagreed about a few...
Incorporating mutual funds into a GIPS composite
Things to know about incorporating mutual funds into a GIPS composite Many asset managers who are seeking compliance with the Global Investment Performance Standards (GIPS®) want to include mutual funds. While this is fairly easy to do, there are a few things that you...
Dare to compare performance measurement conferences
When it comes to choosing a performance & risk measurement conference, you have choices. Everyone claims that their event is the best. We are no different, but we can back it up. While most performance conferences abandoned the practice of giving attendees hard...
GIPS compliant? What to do about those high market index costs?
The Spaulding Group has been at the forefront in providing education, information, and research, as well as fostering interaction regarding the high market index costs many firms and institutions are experiencing. We've moderated panel discussions, participated in and...
Accruing advisory fees: does it make sense?
I recently sent a suggestion into the GIPS(R) (Global Investment Performance Standards) Help Desk, suggesting that they introduce a recommendation, if not an outright ban, on firms deducting the annual fee from the annual gross-of-fee return, to arrive at their annual...
What performance measurement tattoo will YOU get?
In this weekend's WSJ there's an article on companies that are encouraging their employees to get tattoos: Nice Tattoo! I Didn’t Know You Worked at Walmart. I would love to see Patrick, Chris, and Douglas, or John, Ashley and Linda adorn their bodies with The...
TSG’s GIPS Policies and Procedures Contest Winners
I am really thrilled to announce the winners of The Spaulding Group's GIPS Policies and Procedures Contest. GIPS®, the Global Investment Performance Standards, requires compliant firms to have written policies and procedures. And preparing these P&P is often one...
Overcoming the fear of GIPS compliance
GIPS compliance brings more than opportunities Since its introduction nearly 20 years ago, the Global Investment Performance Standards (GIPS®) has brought with it much more than greater marketing opportunities, piece of mind, and improved operations. Just its mere...
Do You Trust Your Performance Numbers?
NOTE: today's post is from a guest blogger, Marshall Smith, CIPM. Marshall is the Chief Product Officer at First Rate. It originally appeared on LinkedIn, and we were so impressed with it that we asked Marshall if we could post it here, as well. He graciously agreed....