The Asset Managers Division and The Asset Managers Forum

Lunch and Learn on Performance Measurement

Wednesday, June 21, 2006
12:00 noon - 2:00 p.m. EST

Global Financial Markets Conference Center
360 Madison Avenue, 17th Floor
New York City

Featured Speaker: David D. Spaulding, President, Spaulding Group

Understanding investment performance is important for all professionals working in the asset management industry. Properly measuring investment performance is essential to client reporting, as well as for many marketing, competitive or regulatory compliance related reasons.

This Lunch and Learn will introduce you with the basic building blocks of investment performance so that you will better understand how performance can be measured and how your firm can improve processes to better enable performance measurement.

Performance Measurement Overview

• The 3 Cs of Performance Measurement (Controversy, Confusion, Change) Time-weighting vs. Money-weighting

Performance Measurement Attribution

• What it is
• How it's used
• Concepts

Investment Performance Presentation Standards

• What the standards are
• The transition from the AIMR-PPS to GIPS
• Issues

Questions & Answers

For more information regarding this event, or to register, please contact Diane Trupia of the AMF staff at dtrupia@bondmarkets.com or 646-637-9270.