Performance Perspectives Blog

Introducing “mini surveys” for the masses!

by | Mar 15, 2011

Well, perhaps not ALL of the masses, but rather the investment industry masses.

The Spaulding Group has conducted research, much through surveys, since 1992 when we first investigated the industry’s response to the performance presentation standards (AIMR-PPS(R) back then). In addition, we conduct proprietary research for clients. Members of the Performance Measurement Forum are familiar with our “mini surveys” which we run periodically, typically in response to a member’s interest in obtaining information about a particular topic.

We decided to initiate mini surveys for anyone to participate in. We expect to run these quarterly. By “mini” we mean “five questions or less.” So they’re short and should only take a brief moment to complete.

Our first mini survey deals with fees and how they’re calculated for GIPS(R) (Global Investment Performance Standards) purposes. Please join in and complete the survey today! We will stop accepting responses on “tax day” (April 15), which gives you one month to participate! Please join in by going here. Your identity will remain confidential.

Oh, and if you have a topic you’d like us to explore, send me a note!

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