The Spaulding Group offers a range of investment performance measurement services and products including:

Consulting

We are regularly involved in many types of consulting engagements.  From operational consulting, to helping firms with data issues, to system selection and design we support firms with any needs related to investment performance measurement services.

GIPS and Performance Certification

Using only senior-level GIPS verification specialists, we work with firms in the US, Canada, Europe, and the Middle East ranging in size from less than $50 million to more than $500 billion in assets under management.

Training

Through our various classes we have trained more than 3,500 professionals in investment performance measurement, attribution, risk, GIPS, and CIPM preparation.  We hold open-enrollment classes throughout the year and regularly teach in-house classes for our clients.

Performance Measurement Forum

Beginning in December 1998, the Performance Measurement Forum has brought together investment performance measurement professionals from around the world to discuss topics, issues, and concerns relative to performance.  Meeting four times a year the Forum contributes a great deal to our industry including launching a certification for performance professionals since taken over by the CFA Institute.

Publishing

From The Journal of Performance Measurement to The Spaulding Series of Books, The Spaulding Group publishes a great deal of information focused on investment performance measurement services.

Conferences

Informative, educational, and enjoyable, our annual PMAR US and PMAR Europe conferences are the top investment performance measurement conferences in the industry

Research

Through our annual surveys and proprietary research, we survey the industry on a variety of topics focused on investment performance measurement services.

Investment Performance Measurement Services

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The Journal of Performance Measurement

The Performance Measurement Resource.

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