The Spaulding Group
Call Now: 732-873-5700
Menu
  • GIPS
    • What Our Clients Say
    • GIPS 101
    • What is GIPS Verification?
    • GIPS Support/Pre-Verification
    • GIPS Verification Services
    • Non-GIPS Verification
    • GIPS For Asset Owners
    • Can OCIOs Be GIPS Compliant
  • Services
    • Consulting
      • Technology Consulting
      • Operations Review
    • Training
      • Fundamentals of Investment Performance Measurement
      • Performance Measurement Attribution
      • GIPS Workshop
      • In-House/Custom Training
      • Portfolio Risk Class
      • Performance Measurement for the Non-Performance Professional
      • PERFORMANCE MEASUREMENT FOR ASSET OWNERS AND CONSULTANTS
    • Software Certification
    • Vendor Support
      • Marketing Support
      • System Consulting
    • Publishing
    • Research
  • Products
    • The Journal
      • Media Kit
      • Article Submissions
      • Past Articles of The Journal of Performance Measurement
      • Dietz Award Winners
  • Conferences and Forums
    • Conferences
      • Virtual PMAR Web-Conference
      • PMAR North America
      • PMAR Europe
      • PMAR West
      • Performance Jeopardy Champions
      • Web Conferences
    • Performance Measurement Forum
    • Asset Owner Roundtable
  • Investment Performance Guy Blog
    • CIPM Tips & Tricks
    • Resource Center
  • About Us
    • TSG In The News
    • The Company
    • Awards and Recognition
    • Our Story
    • Careers
  • Contact
  • GIPS
    • What Our Clients Say
    • GIPS 101
    • What is GIPS Verification?
    • GIPS Support/Pre-Verification
    • GIPS Verification Services
    • Non-GIPS Verification
    • GIPS For Asset Owners
    • Can OCIOs Be GIPS Compliant
  • Services
    • Consulting
      • Technology Consulting
      • Operations Review
    • Training
      • Fundamentals of Investment Performance Measurement
      • Performance Measurement Attribution
      • GIPS Workshop
      • In-House/Custom Training
      • Portfolio Risk Class
      • Performance Measurement for the Non-Performance Professional
      • PERFORMANCE MEASUREMENT FOR ASSET OWNERS AND CONSULTANTS
    • Software Certification
    • Vendor Support
      • Marketing Support
      • System Consulting
    • Publishing
    • Research
  • Products
    • The Journal
      • Media Kit
      • Article Submissions
      • Past Articles of The Journal of Performance Measurement
      • Dietz Award Winners
  • Conferences and Forums
    • Conferences
      • Virtual PMAR Web-Conference
      • PMAR North America
      • PMAR Europe
      • PMAR West
      • Performance Jeopardy Champions
      • Web Conferences
    • Performance Measurement Forum
    • Asset Owner Roundtable
  • Investment Performance Guy Blog
    • CIPM Tips & Tricks
    • Resource Center
  • About Us
    • TSG In The News
    • The Company
    • Awards and Recognition
    • Our Story
    • Careers
  • Contact
Search the site...
Home» Product » Challenges With Developing Portfolio Accounting Software for After-Tax Reporting

Challenges With Developing Portfolio Accounting Software for After-Tax Reporting

Posted by admin - May 17, 2014 -
0

$25.00

The ability to produce after-tax performance returns for mutual funds, separate accounts and composites is a timely subject.  Earlier this year the U.S. Securities & Exchange Commission (SEC) issued standards mandating after-tax return reporting for most mutual funds beginning February 2002.  After providing comment to the SEC initiative, the Association for Investment Management & Research (AIMR) issued for public comment proposed revised standards for separate accounts and composites. To allow software firms to focus on key issues, The Journal of Performance Measurement has requested the assistance of two industry leaders to address the challenges that firms may confront in the development or modification of software to produce after-tax returns.

 

We asked Doug Rogers, Chair of the AIMR Subcommittee on After-Tax Reportin, for an overview of the proposal to serve as an introduction to the subject.  And we asked Lee Price, former Chair of the AIMR Subcommittee, who is recognized for his vast knowledge of performance measurement standards, to address key issues with developing a software solution that could serve as a supplement to a firm’s “stand alone” system.  Within the past year, Lee has established Price Performance Measurement Systems to provide firms that have a pressing need with a viable option to complete after-tax returns.

 

Authors: Douglas Rogers and Lee Price, Ph.D.

SKU: TechSupplement20026-02 Category: Articles Tags: After-Tax, article
  • Description

Description

The ability to produce after-tax performance returns for mutual funds, separate accounts and composites is a timely subject.  Earlier this year the U.S. Securities & Exchange Commission (SEC) issued standards mandating after-tax return reporting for most mutual funds beginning February 2002.  After providing comment to the SEC initiative, the Association for Investment Management & Research (AIMR) issued for public comment proposed revised standards for separate accounts and composites. To allow software firms to focus on key issues, The Journal of Performance Measurement has requested the assistance of two industry leaders to address the challenges that firms may confront in the development or modification of software to produce after-tax returns.

 

We asked Doug Rogers, Chair of the AIMR Subcommittee on After-Tax Reportin, for an overview of the proposal to serve as an introduction to the subject.  And we asked Lee Price, former Chair of the AIMR Subcommittee, who is recognized for his vast knowledge of performance measurement standards, to address key issues with developing a software solution that could serve as a supplement to a firm’s “stand alone” system.  Within the past year, Lee has established Price Performance Measurement Systems to provide firms that have a pressing need with a viable option to complete after-tax returns.

Related products

  • Performance Measurement

    A General Approach for Linking Arithmetic Attribution Results Over Time

    $25.00
    Add to cart
  • A Closer Look at Performance Persistence of Mutual Funds

    $25.00
    Add to cart
  • Performance Measurement

    A Consistent Linking Concept for Fast Calculations of the Rate of Return and Research of Investment

    $25.00
    Add to cart
  • The Journal of Performance Measurement

    A General Framework for the Business Requirements of an Investment Performance Measurement System

    $25.00
    Add to cart

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Privacy Policy   Terms and Conditions
Copyright 2018-2019. The Spaulding Group.
  • Terms of Use
  • Privacy Policy
  • About Us
  • Contact Us
CFA Institute does not endorse, promote or warrant the accuracy or quality of The Spaulding Group, Inc. GIPS® is a registered trademark owned by CFA Institute.
 
This site uses functional cookies and external scripts to improve your experience. If you continue to browse the site, it indicates you accept our use of cookies.Accept Privacy Policy
Privacy Policy
Necessary
Always Enabled