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Newsletters - Pamphlets

Newsletters

We are pleased to announce our Newsletter. If you have missed the first issues they are available here, and you may sign up to join the mailing list.

Performance Perspectives

November '03
October '03

September '03

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Pamphlets

The Standards of Measurement and Use for Investment Performance Data (1971)
Investment Council Association of America
Limited copies available from ICAA and the Spaulding Group.

Global Asset Management and Performance Attribution (1994)
by Denis S. Karnosky and Brian D. Singer
Provides details on the Karnosky/Singer model as well as insights into global investing
Copies available from AIMR

AIMR Performance Presentation Standards (1997)
The AIMR-PPS - 2nd edition
provides details not available in 2001 edition
Limited copies available from AIMR

Global Investment Performance Standards (1999)
The GIPS standards
copies available from AIMR and The Spaulding Group

TSG's Guide to the Performance Presentation Standards (1999)
provides step-by-step approach to compliance
limited copies available from The Spaulding Group

Performance Presentation Standards Survey (2000)
fourth survey of the industry on these standards
limited copies available from The Spaulding Group
to be repeated Fall 2002

Performance Measurement Technology Survey (2001)
limited copies available from The Spaulding Group
to be repeated 2003

AIMR Performance Presentation Standards (2001)
The US and Canadian Version of GIPS
copies available from AIMR and The Spaulding Group

 


Additional Resources

Books

Articles