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 » Performance Standards for Transition Management

Performance Standards for Transition Management

Posted by admin - May 17, 2014 -
0

$25.00

Unlike traditional investment management, transition management does not yet enjoy a consistent set of performance standards used by all in the industry.  The adoption of such standards would held investors:  it would remove the need for “performance holidays,” improve the information available to buyers of transition services, make that information easier to use a clearly defined methodology in which investors have confidence.

Author: Robert Collie

SKU: Winter2002-20037-2-4 Category: Articles Tags: article, Transition Management
  • Description

Description

“When I use a word it means just what I choose it to mean- neither more nor less.” Humpty Dumpty

It is time for a more objective standard than Humpty Dumpty’s to be applied to transition performance numbers.  Unlike traditional investment management, transition management does not yet enjoy a consistent set of performance standards used by all in the industry.  The adoption of such standards would held investors:  it would remove the need for “performance holidays,” improve the information available to buyers of transition services, make that information easier to use a clearly defined methodology in which investors have confidence.

These standards should focus on portfolio performance. This avoids the need to measure trading costs directly, a difficult and contentious process.  It enables the principles underlying GIPS, namely, fair representation and full disclosure, to be used as the basis for transition performance measurement.

This paper sets out a framework for evaluating the performance of transition accounts according to these principles.  Our purpose is to encourage debate in the industry, attract comment from other interested parties and thus facilitate the introduction of generally accepted standards.

Related products

  • A Conceptual Framework for the Development and Verification of Attribution Models

    $25.00
    Add to cart
  • Performance Measurement

    A Modest Proposal to Modernize the Performance Evaluation of Hedge Funds

    $25.00
    Add to cart
  • A Case for Arithmetic Attribution

    $25.00
    Add to cart
  • Performance Measurement

    A Multi-Period Algorithm that has Stood the Test of Time

    $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