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

The Spaulding Group to Conduct CGIPS™ Training


Somerset, NJ - September 28, 2005. The Spaulding Group (TSG) announced today that it will offer a two-day class to prepare individuals for the CGIPS certification.

"We are especially well-suited to conduct this training" said Patrick Fowler, Senior Vice President, Operations. "After all, we were the ones who came up with the idea for certification and formed a "blue-ribbon committee" to develop such a program. When we learned that the CFA Institute was going to offer a similar program, we opted to cease our efforts and turn our work product over to them, to help facilitate their process. After all, the industry doesn't need two certifications."

The CFA Institute's CGIPS program is a two-exam process which will be offered for the first time in March 2006. It is designed to recognize those performance measurement professionals who have achieved a significant body of knowledge and expertise in the areas of rates of return, attribution, risk measurement, ethics, and, of course, the performance presentation standards.
Classes are taught by Spaulding Group founder and president, David Spaulding; and John Simpson, Vice President, West Coast Operations. Training classes have been held throughout the United States, as well as in Europe, Australia, South Africa, and the Middle East. In addition, in-house classes have been taught for numerous firms, including the Abu Dhabi Investment Authority, Boston Advisors, Federated Investors, Fidelity, First Union (Wachovia), Nicholas Applegate, Prudential Insurance, Queensland Investment Authority, State Street, UBS Asset Management, Wells Fargo Custody Services, Wilmington Trust, and the World Bank.

With offices in the New York City Metropolitan area and Los Angeles, The Spaulding Group, Inc.is the leader in investment performance measurement products and services. TSG ppublishes The Journal of Performance Measurement® , a quarterly publication they launched in 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 second annual Fixed Income Attribution (FIA™) Symposium. Through the Institute of Performance Measurement, the firm offers performance measurement training, including an introductory course on performance measurement, a course on performance attribution, and a performance measurement class specifically designed for plan sponsors and consultants. Other details can be found at our website: www.SpauldingGrp.com.

 

 

 

 

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