A thought occurred to me while I was driving to Bethesda, Maryland today (I will be doing a GIPS® verification here tomorrow). Chances are, most performance measurement professionals, even those who've attended one or more PMAR (Performance Measurement Attribution...
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.
A Dozen PMAR Secrets Revealed
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PMAR is the best performance measurement conference, says who? Well, just read some of the comments from attendees and speakers!
It's not difficult for a performance measurement conference promoter to claim their conference is the best. TSG has, for many years, claimed that its PMAR (Performance Measurement, Attribution & Risk) conferences are the best. In a recent blog post I...
Some thoughts on GIPS Policies & Procedures
I never had any ambition to write. In fact, I had little interest in studying English, grammar, or any of its related topics. I was always a "math guy," and had somehow concluded (falsely, as it turns out) that you can either be good at math or English, but not both....
Simplify GIPS Compliance
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...
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?
TSG 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 published a...
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 TSG's...