The Spaulding Group's primary role is as a provider of consulting services to the money management industry.
But, we don't provide consulting services -- we provide solutions!


Performance Measurement Training

Gain the critical knowledge needed for performance measurement, attribution and risk...
As performance measurement's role continues to grow, there is an increased need for qualified personnel. We have several well regarded "off-the-shelf" classes that we can deliver to your team including: Introduction to Performance Measurement, Performance Measurement Attribution, Mini-Boot Camp, and our CIPM Prep Classes (Principles and Expert Levels). We also offer customized training to better suit your unique requirements. Our classes have become very popular and many firms bring us in year after year to train their new staff. To date we have trained nearly 3,000 people. Our courses are highly interactive and "real world." Students are afforded the opportunity to present and discuss issues that they may be wrestling with. Exercises are provided throughout each class to give students the chance to try out various formulas and techniques to which they have been introduced. In addition, the instructor uses case studies and real life examples to enhance the material and make the concepts more relevant. 


Performance Measurement Forums

This group was founded in 1998 and has become the place for industry leaders to discuss various performance, attribution, risk, regulatory, and GIPS topics, as well as learn from the knowledge base that each person brings to the table. Since the beginning the forum has contributed to enhancing the role of performance in our industry.

Technology Consulting

From our beginning, we've helped clients who want to enhance their use of technology. We refer to this as optimizing their use of technology.

Verification

The Spaulding Group is the industry leader in investment performance measurement products and services. We take your firm's claim of compliance very seriously, and we do not offer "rubber stamp" verifications. Our verifiers were chosen to conduct training for the CFA Institute on the GIPS^® Standards and are heavily involved with the standards. We are available for our clients year-round to answer questions and provide support. and if you want to become compliant, we can help you move toward compliance with confidence. 


Operational Consulting

Our operational consulting can vary, from helping a mutual fund client set up their organization to the handling of individual institutional accounts, to supporting firms that wish to comply with the Global Investment Performance Standards.

Vendor Support

TSG helps vendors to the money management industry improve their products and evaluate market opportunities.


Proprietary Surveys

TSG conducts surveys to help firms obtain information to help with their strategic planning.