For Further Information, call:

David Spaulding, President

732-873-5700

 

THE SPAULDING GROUP TO CONDUCT PERFORMANCE PRESENTATION STANDARDS SURVEY

Somerset, NJ – March 7, 2000. The Spaulding Group, Inc. (TSG) is conducting its fifth performance measurement survey, this time focusing on both the AIMR Performance Presentation Standards (AIMR-PP^SM) and the Global Investment Performance Standards (GIPS^SM).

TSG conducted its first performance survey in 1993, which focused on the AIMR standards. This survey was repeated and expanded in 1995 and 1997. Last year, the firm surveyed the industry on the Performance Measurement Professional.

The AIMR-PPS became effective in January 1993; GIPS went into effect on January 1 of this year. TSG wants to determine the attitudes of money managers, plan sponsors, and investment consultants about these standards. This survey will serve as the baseline for future comparisons.

TSG has signed up two cosponsors for this survey effort, SunGard and Statpro, two software firms that offer performance measurement systems. Other firms are invited to participate as cosponsors.

Survey participants will receive complimentary copies of the results. It is TSG’s policy to insure confidentiality of the participants, so details that would jeopardize this confidentiality will not be shared with cosponsors or other parties.

Surveys will be mailed out later this month. Results will be published in late May or early June.

In addition to surveying the industry on performance measurement issues, TSG has also conducted surveys on portfolio accounting and trading systems. They’ve also conducted proprietary surveys for clients.

TSG is a management consulting, research, publishing and training firm that serves the money management industry in the areas of computer technology, operations, performance measurement and reporting, and marketing. TSG also publishes The Journal of Performance Measurement and hosts the Performance Measurement Forum.

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