For
Further Information, call:
- David
Spaulding, President
- 732-873-5700
The
Spaulding Group to Conduct Portfolio Accounting Systems/Tear 2,000
Survey
Five
Vendors Sign on as Cosponsors.
-------
Somerset,
NJ --- June 1, 1998. The Spaulding Group (TSG) is launching a survey
to determine the attitudes, plans, and opinions of money management
firms regarding their portfolio accounting system. Questions regarding
the Year 2000 issue will also be included.
TSG
conducted a similar portfolio accounting survey in 1994, that was very
well received by the money management industry. Since then, the firm
has received numerous requests to repeat this survey, to obtain an update
on the industry's perspectives and thoughts on this critical aspect
of their operation.
TSG's
president, David Spaulding, commented "since our last portfolio
accounting survey, we've seen major changes in the structure of this
segment of the industry. We've also seen changes on the technology front,
with the increased interest in Microsoft's Windows/NT as an attractive
and viable operating system. The inclusion of Year 2000 questions should
significantly enhance the value and insightfulness of this research
effort."
Five
portfolio accounting systems vendors have signed on as cosponsors for
this survey: Advent Software, Global Investment Systems, SunGard/Shaw
Data, Princeton Financial, and
CheckFree Investment Services. These firms
are providing funding and ideas for the surveys' content.
The
survey questionnaire is being developed and should be distributed by
the end of June. TSG hopes to have the results available in late August
or early September. Both US and non-US firms will be included in the
survey.
In addition
to the earlier portfolio accounting survey, TSG conducted performance
surveys in 1993, 1995, and 1997, and a trading systems survey in 1996.
TSG has also conducted proprietary surveys for its clients.
TSG
is a management consulting, research, and publishing 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, a quarterly publication they
launched in 1996.
Back
to Archive Page
