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.