For Further Information, call:
Patrick Fowler, The Spaulding Group: 001-732-873-5700

THE SPAULDING GROUP TO SURVEY INDUSTRY ON
PERFORMANCE MEASUREMENT TECHNOLOGY



Somerset, NJ July 1, 2003. The Spaulding Group, Inc. (TSG) announced today that its latest survey on the money management industry will address performance measurement technology. Eight firms have signed on to cosponsor this research effort: Financial Models Company, Integrated Decision Systems, Russell/Mellon Analytical Services, StatPro,Eagle Investment Systems, SunGard Investment Management Systems , DST International and Ortec International.

"Technology is important to all aspects of a money management firm's operations. But we have seen its role in performance measurement grow significantly over the years as the performance measurement department's role has evolved. That's why we wanted to re-address this very important subject in this year's survey" said David Spaulding, President of The Spaulding Group, Inc. "Technology has become the backbone of successful performance departments. Clients continue to grow in sophistication and demand. The technology has had to keep up with these demands. We want to look at what performance teams are doing to keep up with this fast-paced environment."

Survey participants will receive complimentary copies of the results. It is TSG's policy to insure confidentiality of the participants; participant details will not be shared with cosponsors or other parties. Surveys will be e-mailed in early July 2003. Firms may also participate by visiting our website (www.SpauldingGrp.com) and clicking on the Technology Survey button. Results will be presented at various luncheons starting on October 22 in Chicago, continuing on October 27 in New York, and finishing on November 11 in London. Survey results will be published in late October.

The Spaulding Group, Inc. is an information provider and management consulting firm that serves the money management industry in the areas of performance measurement and reporting, computer technology, operations, and marketing. TSG publishes The Journal of Performance Measurement®, a quarterly publication they launched in 1996, and hosts the Performance Measurement Forum. Through its Institute of Performance Measurement, the firm offers performance measurement training, including a two-day introductory course on performance measurement, a one-and-a-half-day course on performance attribution, and a one-day performance measurement course for plan sponsors and consultants. TSG also hosts an annual Performance Measurement, Attribution and Risk Conference (PMAR™) scheduled for May 19-20, 2003 in New York City.The company was founded in 1990 by David Spaulding and provides performance resources to financial institutions throughout the world. Other details about TSG's services may be obtained from its website: www.SpauldingGrp.com.

Please visit our Cosponsors:

StatPro Eagle Integrated Decision Systems Financial Models Russell/Mellon Russell/Mellon Ortec SunGard SunGard SunGard

 

 

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