Call Now: 732-873-5700
Call Now: 732-873-5700
Featured Products
PMAR West 2019
PMAR West III -
- Environmental Social Governance (ESG) : How is the industry implementing?
- Performance Challenges with Alternatives, Lars Bjerre Hansen
- Handling Multi-currency Performance Properly, Claude Giguere
- Challenging Current Performance Methodologies - Are We Answering the Wrong Questions with the Right Tools? Stephen Campisi, CFA
- The Future of Performance Technology, John D. Simpson, CIPM - Panel Moderator
- The GIPS Standards 2020 - What You Need To Know, Karyn Vincent, CFA, CIPM, CFA Institute
- The 2020 GIPS Standards Impact on Asset Managers, Asset Owners, and Technology, Ashley Reeves, CIPM, John Norwood, Rob Paterson, CIPM, FRM
- The Performance Organization and Team Structure, Todd Juillerat, CFA
- Why Your Career Path in Performance Matters and What You Can Do to Make Sure You Are On the Right One
- Fast Performance: Rapid Fire Q & A
- Performance, Risk, GIPS, Data Management and Attribution Discussion sessions: Interactive breakout sessions modeled after the Performance Measurement Forum. This will provide a one-of-a-kind learning and information exchange environment with the capabilities and resources to give today's investment professionals the knowledge necessary to benefit themselves and their organizations.
PMAR North America 2019
PMAR XVII - North America is the #1 performance, attribution, and risk conference held in North America. Our 17th anniversary year (2019).
Newest Products
Performance Measurement Mug
Performance Measurement Mug
One of the most difficult things in our industry is explaining what we do to people outside our industry. Here’s your chance to confuse them even more and cement yourself as a performance professional. These mugs were sold out in 2018 until we found 30 more in David Spaulding’s closet. We are giving those 30 […]
PMAR West 2019
PMAR West 2019
PMAR West III -
- Environmental Social Governance (ESG) : How is the industry implementing?
- Performance Challenges with Alternatives, Lars Bjerre Hansen
- Handling Multi-currency Performance Properly, Claude Giguere
- Challenging Current Performance Methodologies - Are We Answering the Wrong Questions with the Right Tools? Stephen Campisi, CFA
- The Future of Performance Technology, John D. Simpson, CIPM - Panel Moderator
- The GIPS Standards 2020 - What You Need To Know, Karyn Vincent, CFA, CIPM, CFA Institute
- The 2020 GIPS Standards Impact on Asset Managers, Asset Owners, and Technology, Ashley Reeves, CIPM, John Norwood, Rob Paterson, CIPM, FRM
- The Performance Organization and Team Structure, Todd Juillerat, CFA
- Why Your Career Path in Performance Matters and What You Can Do to Make Sure You Are On the Right One
- Fast Performance: Rapid Fire Q & A
- Performance, Risk, GIPS, Data Management and Attribution Discussion sessions: Interactive breakout sessions modeled after the Performance Measurement Forum. This will provide a one-of-a-kind learning and information exchange environment with the capabilities and resources to give today's investment professionals the knowledge necessary to benefit themselves and their organizations.
The Journal Interview 22/4
The Journal Interview 22/4
<strong>The Journal Interview</strong> Ken Grossfield, CFA Nicole Wellmann Kraus, CFA
Conference
PMAR West 2019
PMAR West 2019
PMAR West III -
- Environmental Social Governance (ESG) : How is the industry implementing?
- Performance Challenges with Alternatives, Lars Bjerre Hansen
- Handling Multi-currency Performance Properly, Claude Giguere
- Challenging Current Performance Methodologies - Are We Answering the Wrong Questions with the Right Tools? Stephen Campisi, CFA
- The Future of Performance Technology, John D. Simpson, CIPM - Panel Moderator
- The GIPS Standards 2020 - What You Need To Know, Karyn Vincent, CFA, CIPM, CFA Institute
- The 2020 GIPS Standards Impact on Asset Managers, Asset Owners, and Technology, Ashley Reeves, CIPM, John Norwood, Rob Paterson, CIPM, FRM
- The Performance Organization and Team Structure, Todd Juillerat, CFA
- Why Your Career Path in Performance Matters and What You Can Do to Make Sure You Are On the Right One
- Fast Performance: Rapid Fire Q & A
- Performance, Risk, GIPS, Data Management and Attribution Discussion sessions: Interactive breakout sessions modeled after the Performance Measurement Forum. This will provide a one-of-a-kind learning and information exchange environment with the capabilities and resources to give today's investment professionals the knowledge necessary to benefit themselves and their organizations.
PMAR West 2019
PMAR West 2019
PMAR West III -
- Environmental Social Governance (ESG) : How is the industry implementing?
- Performance Challenges with Alternatives, Lars Bjerre Hansen
- Handling Multi-currency Performance Properly, Claude Giguere
- Challenging Current Performance Methodologies - Are We Answering the Wrong Questions with the Right Tools? Stephen Campisi, CFA
- The Future of Performance Technology, John D. Simpson, CIPM - Panel Moderator
- The GIPS Standards 2020 - What You Need To Know, Karyn Vincent, CFA, CIPM, CFA Institute
- The 2020 GIPS Standards Impact on Asset Managers, Asset Owners, and Technology, Ashley Reeves, CIPM, John Norwood, Rob Paterson, CIPM, FRM
- The Performance Organization and Team Structure, Todd Juillerat, CFA
- Why Your Career Path in Performance Matters and What You Can Do to Make Sure You Are On the Right One
- Fast Performance: Rapid Fire Q & A
- Performance, Risk, GIPS, Data Management and Attribution Discussion sessions: Interactive breakout sessions modeled after the Performance Measurement Forum. This will provide a one-of-a-kind learning and information exchange environment with the capabilities and resources to give today's investment professionals the knowledge necessary to benefit themselves and their organizations.
PMAR North America 2019
PMAR North America 2019
PMAR XVII - North America is the #1 performance, attribution, and risk conference held in North America. Our 17th anniversary year (2019).
Training
Fixed Income Attribution Live Web Event – 2 DAYS
Fixed Income Attribution Live Web Event – 2 DAYS
- Individual Investment – $1195
- Single Location Site License – $2495
- Global Site License – $3495
Investment Performance Measurement BOOT CAMP
Investment Performance Measurement BOOT CAMP
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.
Books
Performance, Attribution, and Risk Measurement Reference Guide (3rd Edition)
Performance, Attribution, and Risk Measurement Reference Guide (3rd Edition)
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
In 1966, Peter Dietz raised the bar for all financial market participants by authoring Pension Funds: Measuring Investment Performance.
The Spaulding Group’s Guide to the Performance Presentation Standards The World’s Most Practical Gui
The Spaulding Group’s Guide to the Performance Presentation Standards The World’s Most Practical Gui
Guide to the Performance Measurement Standards Authors: David Spaulding, CIPM John D. Simpson, CIPM and Jed Schneider, CIPM, FRM
Readings in Fixed Income Performance Attribution
Readings in Fixed Income Performance Attribution
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 –
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.