This report provides the detailed results of our fifth survey of the performance presentation standards. Four groups were targeted: money managers, plan sponsors, investment consultants, and verifiers.
Author: David Spaulding
David Spaulding is the founder and president of The Spaulding Group, Inc. He is the author of Measuring Investment Performance (McGraw-Hill, 1997) and Investment Performance Attribution (McGraw-Hill, 2003); he is a contributing author toPerformance Measurement in Finance (Butterworth-Heinemann, 2002). Dave is a member of the AIMR-PPS Implementation Committee and the Investment Performance Council. He has a B.A. in Mathematics (Temple University), an M.S. in Systems Management (University of Southern California), and an M.B.A. in Finance (University of Baltimore).
Summary of Results- 2003 Performance Presentation Standards Survey