Bacon vs. Spaulding ... the time has come for a showdown! Carl Bacon, CIPM is a well known figure in the world of performance and risk measurement. And over the years, he and I have engaged in a few discussions covering a variety of topics. This has included a few...
Performance Perspectives Blog
Thoughts on performance measurement from David Spaulding and other members of our team.
Bacon vs. Spaulding: the performance battle of the century!
read more
GIPS Policies & Procedures: what’s YOUR style?
When it comes to crafting your GIPS(R) Policies & Procedures, one of the first things you need to settle on is what your STYLE will be. Recall that GIPS (Global Investment Performance Standards) requires written policies & procedures. This task is often felt...
Opining on the sacred benchmark criteria
With this post, I feel that I am risking a charge of blasphemy, as I dare to take on what appears to be something sacred: The benchmark criteria. What criteria? You know, those seven (now eight) items that the CFA Institute has championed for quite some time. They're...
GIPS verifiers, why the handcuffs?
We've recently learned that some GIPS(R) verifiers have both their clients and employees in handcuffs. And, to this we have a simple question: why? Handcuffing GIPS verification clients A number of firms have expressed interest in switching their verifications to The...
Is Uber a poster child for GIPS compliance?
In the spirit of the GIPS(R) standards, let's begin with a bit of "full disclosure." I'm one of the 17 Americans who have yet to use Uber. Furthermore, I'm not a fan. And why is that? Well, taxi owners in New York City must spend hundreds of thousands of dollars to...
Performance measurement trivia & oddities webinar is a week away!
We are just one week away from our [almost] all day training webinar titled "Performance Measurement Trivia & Oddities." This class will definitely teach you quite a bit: we guarantee it! We've already had folks sign up for individual, site, and global licenses! I...
Performance Measurement Think Tank
Today, being the last Monday of the month, is "Performance Measurement Think Tank" day! We hold our Think Tank calls the last Monday (unless it's a holiday, in which case the date will shift) of each month. We've hosted the Performance Measurement Think Tank for a few...
A “down under” lesson about GIPS®
I'm in Sydney, Australia this week, where I spoke at the annual iPARM conference, and tomorrow will host, for the first time, a workshop titled Performance Measurement Trivia & Oddities. We will shortly put this on as a full day webinar (November 28), but that's...
Don’t be a “hidden figure” in performance measurement
If you are linked to me on LinkedIn or follow me on Twitter, you're familiar with this picture: it's my rendition of Dos Equis' "Most Interesting Man" promotion. It has been primarily a vehicle to convey a message in a humorous fashion. Well, today, it seemed fitting...
The Lessons of Leonardo da Vinci: yes, we, too, can rise to this level (or at least close to)
A new biography on Leonardo da Vinci is something we all should want to read While I frequently recommend books, this is the first time I'm recommending one I haven't yet read; actually, one that hasn't yet been published (as it's due to be released October 17). In...