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Performance Measurement Forum's Proposed Attribution Standards

European Investment Performance Committee: Guidance on Performance Attribution Presentation


Newsletters

We are pleased to announce our Newsletter. If you have missed any issues they are available here, and you may sign up to join the mailing list.

Performance Perspectives

June '08

May '08

April '08

March '08

February '08

January '08

December '07

November '07

October '07

September '07

August '07

July '07

June '07

May '07

April '07

March '07

February '07

January '07

December '06

November '06

October '06

September '06

August '06

July '06

June '06

May '06

April '06

March '06

February '06

January '06

December '05

November '05

October '05

September '05

August '05

July '05

June '05

May '05

April '05

March '05

February '05

January '05

December '04

November '04

October '04

September '04

August '04

July '04

June '04

May '04

April '04
Highlighted Gold Gips & Dave Spaulding's Comments to AIMR Regarding Them

March '04

February '04

January '04

December '03

November '03

October '03

September '03

If you would like to be added to the distribution e-mail list, send an e-mail to info@SpauldingGrp.com

Pamphlets

The Standards of Measurement and Use for Investment Performance Data (1971)
Investment Council Association of America
Limited copies available from ICAA and the Spaulding Group.

Global Asset Management and Performance Attribution (1994)
by Denis S. Karnosky and Brian D. Singer
Provides details on the Karnosky/Singer model as well as insights into global investing
Copies available from The CFA Institute

AIMR Performance Presentation Standards (1997)
The AIMR-PPS - 2nd edition
provides details not available in 2001 edition
Limited copies available from The CFA Institute

Global Investment Performance Standards (1999)
The GIPS standards
copies available from The CFA Institute and The Spaulding Group

TSG's Guide to the Performance Presentation Standards (1999)
provides step-by-step approach to compliance
Out of Print

Performance Presentation Standards Survey (2002)
fifth survey of the industry on these standards
limited copies available from The Spaulding Group
to be repeated Fall 2005

Performance Measurement Technology Survey (2003)
limited copies available from The Spaulding Group
to be repeated 2006

AIMR Performance Presentation Standards (2001)
The US and Canadian Version of GIPS
copies available from The CFA Institute and The Spaulding Group

 

Additional Resources

Books

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