For Further Information, call:
Patrick Fowler, The Spaulding Group: 1-732-873-5700

THE SPAULDING GROUP TO CONDUCT
PERFORMANCE ATTRIBUTION SURVEY

Surveying Money Managers, Plan Sponsors, and Investment Consultants


Somerset, NJ - August 30, 2004. The Spaulding Group, Inc. (TSG) announced today that its next survey of the money management industry will address performance attribution. So far, six firms have signed on to cosponsor this event: Russell/Mellon Analytical Services, Financial Models, Eagle Investment Systems, StatPro, First Rate Investment Systems, ORTEC and Wilshire.

"Performance attribution remains the hottest topic in performance measurement especially fixed income." said TSG's president, David Spaulding. "This is the second time we have devoted our resources to researching this important industry topic."

Three distinct groups will be targeted: money managers, plan sponsors, and investment consultants. Surveys will be posted on the firm's website (www.SpauldingGrp.com) and can be e-mailed or faxed back. The surveys will be posted in early September. Results are expected to be available by November. TSG will host luncheon presentations of the results in both the United States and Europe. Details about these events will be forthcoming.

TSG has surveyed the industry on a regular basis since 1993. Last year, TSG focused on performance technology, with a survey to the users, followed by one to the vendors; both were highlighted in the latest issue of The Journal of Performance Measurement® supplement.

The Spaulding Group is the leader in investment performance measurement products and services. Our services include consulting, publishing, training, and research. We have published The Journal of Performance Measurement® since 1996. In 2004, we launched The Spaulding Series - a series of books on various aspects of performance measurement. We host the Performance Measurement Forum - an interactive group for investment performance professionals, with chapters in North America and Europe. We host the annual Performance Measurement, Attribution and Risk Conference (PMAR™) and this November will host the first Fixed Income Attribution (FIA™) Symposium. Other details can be found at our website: www.SpauldingGrp.com.

Please visit our Cosponsors:

Wilshire Ortec StatPro Eagle Financial Models Russell/Mellon First Rate

 

 

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