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OPERATIONAL
CONSULTING
Our operational
consulting can vary, from helping a mutual fund client set up their
organization to handle individual institutional accounts, to supporting
firms that wish to comply with the AIMR Performance Presentation Standards.
Performance Measurement
and the AIMR-PPS
- Should you comply
with AIMR's PPS® or GIPS®?
- What steps do
you need to take to comply?
- What other areas
of performance need help?
Why TSG?
TSG is recognized
for its expertise in performance and the AIMR-PPS.
- Industry
Surveys
- Since 1993, TSG
has been the major source of information on performance and the AIMR-PPS.
Through our industry surveys, we've learned why firms comply with
the PPS, how they comply, and other valueable information about performance.
Public Speaking
TSG's president, Dave Spaulding, speaks regularly at industry conferences
and seminars on performance and the AIMR-PPS. He's also chaired several
major conferences.
Print Media
Through our affiliate, TSG Publishing, Inc., we publish The Journal
of Performance Measurement. Dave is the author of Measuring
Investment Performance (out-of-print) (McGraw-Hill, 1997) and
Investment
Performance Attribution (McGraw-Hill, 2003). He is a contributing
author of Performance
Measurement in Finance (Butterworth-Heinemann, 2002). He has also
written articles for numerous industry publications.
Types of Assignments
We help clients
address performance measurement in a variety of ways, for example:
- AIMR
Compliance - the why and how
- Many firms need
help in figuring out the AIMR standards and determining whether they
should comply. Also, many need help developing a strategy for compliance.
We've helped many firms in this regard. Often, in just a day or two,
we can help you address the opportunities, benefits, and tasks to
be tackled to comply. We can help you identify the holes
that need to be filled for you to claim compliance.
- Performance
measurement needs
- We help firms
address the broader areas of performance, to include reporting (for
internal use, for prospects, and for clients), systems issues, and
other areas.
- Training
- We can provide
custom training to enhance your management and staff's knowledge and
understanding of performance and the AIMR-PPS.
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