Newest Products

Performance Measurement for Non-Performance Professionals Webinar
Performance Measurement for Non-Performance Professionals Webinar
$189.00 – $599.00

Performance Measurement for Non-Performance Professionals

In one hour, Dave Spaulding will provide insights into much of what we do, in a way that they will be better educated and appreciative of not just the terminology, but also the rationale behind the process. July 24, 2018 11:00 AM EDT - 12:00 PM

PMAR West 2018
PMAR West II
PMAR West 2018
$1,995.00

PMAR West II -

  • Telling the Story with Numbers
  • ESG
  • Data Visualization
  • Multi-Period Attribution
  • Fixed Income Attribution Challenges
  • Performance Drawdowns in Asset Management
  • Recent discoveries in Risk
  • GIPS 20/20
  • Data Migration & Performance Portability
  • Portfolio analytics for Leveraged Securities
  • Principles for Currency Management
  • Women in Performance Measurement
  • Fast Performance
  • Leverage & Derivatives in Performance Measurement

PMAR North America 2019
PMAR North America 2019
$1,995.00

PMAR XVII - North America is the #1 performance, attribution, and risk conference held in North America. Our 17th anniversary year (2019).

Conference

PMAR West 2018
PMAR West II
PMAR West 2018
$1,995.00

PMAR West II -

  • Telling the Story with Numbers
  • ESG
  • Data Visualization
  • Multi-Period Attribution
  • Fixed Income Attribution Challenges
  • Performance Drawdowns in Asset Management
  • Recent discoveries in Risk
  • GIPS 20/20
  • Data Migration & Performance Portability
  • Portfolio analytics for Leveraged Securities
  • Principles for Currency Management
  • Women in Performance Measurement
  • Fast Performance
  • Leverage & Derivatives in Performance Measurement

PMAR North America 2019
PMAR North America 2019
$1,995.00

PMAR XVII - North America is the #1 performance, attribution, and risk conference held in North America. Our 17th anniversary year (2019).

The Case Against Time-Weighted Return for Alternative Investments
The Case Against Time-Weighted Return for Alternative Investments
$25.00

The Case Against Time-Weighted Return for Alternative Investments

Timothy F. Peterson, CFA, CAIA, CIPM, Cane Island Alternative Investors
This article explains why the adoption of a time-weighted rate of return methodology as a performance measure for illiquid, private investments is misguided. The increased adoption of time-weighted return for illiquid alternatives is the result of greater awareness of, and adherence to, several industry reporting standards, as well as a general increase in portfolio allocations to illiquid alternative investments.

Training

Fixed Income Attribution Live Web Event – 2 DAYS
Fixed Income Attribution Live Web Event – 2 DAYS
$1,195.00 – $3,495.00

 

  • Individual Investment – $1195
  • Single Location Site License – $2495
  • Global Site License – $3495

Investment Performance Measurement BOOT CAMP
Investment Performance Measurement BOOT CAMP
$4,500.00 $3,500.00

Experience a full week of intensive, real-world training, designed to saturate new hires and staff in various situations and arm them with the tools of the performance trade.

Training
Risk Training
Training
$1,795.00 – $3,590.00

These courses will provide all attendees with a core grounding in the tools and techniques used to calculate investment performance. Students will be taken through practical examples and given ample opportunity to form specific questions.

Books

Performance, Attribution, and Risk Measurement Reference Guide (3rd Edition)
Performance, Attribution, and Risk Measurement Reference Guide (3rd Edition)
$30.00

A handy glossary of Investment Performance Measurement Formulas,  Terms and  Concepts.  

The Spaulding Series: Pension Funds: Measuring Investment Performance, by Peter Dietz
The Spaulding Series: Pension Funds: Measuring Investment Performance, by Peter Dietz
The Spaulding Series: Pension Funds: Measuring Investment Performance, by Peter Dietz
$39.99

In 1966, Peter Dietz raised the bar for all financial market participants by authoring Pension Funds: Measuring Investment Performance.

Readings in Fixed Income Performance Attribution
Readings in Fixed Income Performance Attribution
Readings in Fixed Income Performance Attribution
$75.00

Edited by Stephen Campisi, CFA and David Spaulding, CIPM, this compilation of articles on fixed income attribution is a "must have" for every performance measurement professional.

Classics in Investment Performance Measurement –
Classics in Investment Performance Measurement -
Classics in Investment Performance Measurement –
$95.00

Edited by David Spaulding, CIPM and James A. Tzitzouris, Jr., Ph.D., this compilation of articles on investment performance measurement is a "must have" for every performance measurement professional.