The Spaulding Group announced today the release of The Ultimate Guide to the 2020 GIPS® Standards. This is the first in their new series of Ultimate Guides the firm plans to release.
“With our firm, The Spaulding Group, being the number one resource for information related to performance measurement and the Global Investment Performance Standards (GIPS), we have designed our new series of Ultimate Guides to cover the most important and relevant topics related to this subject matter.
Over the next few months, we will release a number of these highly informative, actionable publications that will be available FREE on our website for you to download. And, we will continue to offer new Ultimate Guides on a regular basis, to cover vast aspects of the performance and risk measurement field.” commented Christopher Spaulding, the TSG’s head of business development and client relations.
The GIPS standards are an ethical set of standardized, industry-wide principles that specify how investment firms should present past performance to prospective clients. The Standards allow firms to compete globally and provide investors with the ability to make comparisons between investment firms.
The Spaulding Group has released The Ultimate Guide to the 2020 GIPS Standards focused on the first set of proposed changes to the GIPS standards. A second Ultimate Guide, covering the proposed changes for verification, will be issued shortly.
Subsequently, the firm will release updates to this guide as the changes are finalized. So, stay tuned and be on the lookout for many more Ultimate Guides planned by The Spaulding Group over the coming months.
About The Spaulding Group, Inc.
With offices in the New York City and Los Angeles metropolitan areas, The Spaulding Group, Inc. is the leader in providing investment performance measurement information, through its products and services. TSG provides consulting, GIPS and non-GIPS verification services, as well as unique and proprietary Software Certification and Operation Review services. It publishes The Journal of Performance Measurement®, a quarterly publication launched in 1996, and a series of books and guides. It hosts both the Performance Measurement Forum and Asset Owner Round Table.
The firm also sponsors the annual Performance Measurement, Attribution and Risk (PMAR) North America, West, and Europe conferences. TSG’s Institute of Performance Measurement offers performance measurement training, including both performance fundamentals and attribution courses, a class on portfolio risk, as well as ones specially designed for non-performance professionals and asset owners.
