TSG
HQ Address
33 Clyde Road, Suite 103, Somerset, NJ 08873, United States
Website Address
Business introduction
We Are Performance®
TSG is the institutionally recognized boutique performance measurement consulting and GIPS® standards specialist firm serving the investment industry
Since 1990, TSG, an employee-owned business, has had an increasing presence in the money management industry.
TSG is the fastest-growing verification firm, serving clients around the globe, with assets ranging from less than US$100 million to more than US$1.5 trillion. We provide an array of other performance measurement services and products, including consulting, publishing (The Journal of Performance Measurement®), research, and training. We also host the performance measurement forum, the asset owners’ round table, and the annual PMAR™ conferences.
We are actively involved as members of the CFA Institute® and other industry groups. TSG has also led the charge for the industry in the handling of error correction, attribution guidelines/ standards, and investment performance measurement analyst certification (since handed over to the CFA Institute and now called the CIPM® program).
Several of our senior staff regularly speak at and/or chairs industry conferences. Our founder and CEO, David Spaulding, is a frequent author and source of information to various industry publications. Our firm continues to make huge contributions to our industry, in terms of valuable content, innovative ideas, and volunteer activities.
Our clients appreciate our industry focus and understanding of their business, their needs, and the opportunities to make them more efficient and competitive.
TSG Solutions
After-Tax Consulting
Taxes are usually the largest cost of investing Pre-tax, we typically consider three types of investor fees/expenses: trading costs, management fees, administrative fees Taxes are a fourth category – arguably the most important! After-tax returns more accurately reflect the investor’s true realized return Consistent with client reporting recommendations Goals-based investing Increasing investor awareness and demand Tax customization......
business needs
view solutionESG Consulting and Verification
The landscape of ESG reporting and compliance is challenging to navigate. With multiple voluntary and mandatory standards and frameworks, including:· CFA Institute’s Global ESG Disclosure Standards for Investment Products· European Union’s Sustainable Finance Disclosure Regulation (SFDR)· United Nations’ Principles for Responsible Investment (PRI)· and more! As a leading provider of verification for firms claiming compliance......
business needs
view solutionFINRA compliance and GIPS®
This guidance allows for the inclusion of the internal rates of return (IRR) under certain circumstances if calculated in a manner that is consistent with the requirements of the GIPS standards and includes additional metrics such as since inception paid-in capital, committed capital, and certain multiples that are required under......
business needs
view solutionOperational Consulting
Do you have adequate policies, procedures and controls in place? Are you employing “best practices”? Does the rest of your firm feel there is room to improve? TSG’s Operations Review service covers all aspects of a firm’s performance and risk measurement process, and provides many benefits including: an objective and independent assessment of what......
business needs
view solutionTechnology Consulting
We have worked with performance measurement software vendors, software developers, and those seeking to develop internally. TSG provides independence, experience and expertise TSG has familiarity with most of the major performance and risk vendors. System implementation Following the software selection, TSG can help with the implementation. We will work with our client and the......
business needs
- Proposition Design, Development & Delivery
- Technology Evaluation & Selection
- Technology Implementation & Management
Vendor Support
Why TSG? We understand the money management industry. We keep up with the vendor marketplace. We understand all aspects of performance and risk measurement. Types of assignments We support a variety of firms that service the money management industry. Here are some of the types of assignments (be advised — we’re often asked to sign......
business needs
- Benchmarking & Competitive Intelligence
- Technology Evaluation & Selection
- Technology Implementation & Management
