January 17, 2019
(TSG) announced today the launch of its new client only “Insider’s” website. This one-of-a-kind proprietary resource is filled with tools, templates, checklists, videos, and educational materials. It is strategically designed to make achieving and maintaining compliance with the as easy as possible for Spaulding Group clients.
“Our number one focus at The Spaulding Group is our clients. As the fastest growing GIPS verification firm in the world, we constantly look for ways to better support our clients,” said Christopher D. Spaulding, Executive Vice President, and Global Head of Strategy and Business Development for the firm. “Whether our clients are just starting down the path to compliance, or are long-term GIPS compliant firms, this website will serve as a one-stop shop for many of their GIPS compliance needs.”
The Standards are complex, and TSG has designed this website to provide clients with easily digestible and actionable information, insights, tools, and resources focused on all the key aspects of compliance including discretion, composites, policies & procedures, and marketing their claim of compliance.
“Coupled with the ongoing support our clients receive from the number one GIPS verification team in the industry, this website will be an invaluable resource. There is truly nothing else like it available. It is a game changer,” commented Patrick W. Fowler, TSG’s President, and Chief Operating Officer.
The GIPS standards are an ethical set of standardized, industry-wide principles that specify how investment firms should present past performance to prospective clients, in the case of asset managers and key stakeholders, in the case of asset owners. The Standards allow firms to compete globally and provide investors with the ability to make comparisons between investment firms.
The Spaulding Group has spent the last six months creating content and designing this new “Insider’s” website. They plan to continually update and improve the resources to stay up-to-date and as relevant as possible for their clients.
About The Spaulding Group, Inc.
With offices in the New York City and Los Angeles metropolitan areas, The Spaulding Group, Inc. is the leader in providing investment performance measurement information, through its products and services. TSG provides consulting, as well as unique and proprietary Software Certification and Operation Review services. It publishes The Journal of Performance Measurement®, a quarterly publication launched in 1996, and a series of books and guides. It hosts both the Performance Measurement Forum and Asset Owner Round Table.
The firm also sponsors the annual Performance Measurement, Attribution and Risk (PMAR) North America, West, and Europe conferences. TSG’s Institute of Performance Measurement offers performance measurement training, including both performance fundamentals and attribution courses, a class on portfolio risk, as well as ones specially designed for non-performance professionals and asset owners.
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