I recently had the distinct pleasure of speaking at and participating in the 108th Performance Measurement Forum hosted by TSG in Toronto. This prestigious event brought together firms and analytics professionals from across North America and Europe, representing sectors such as pension, institutional, insurance, and wealth management.
The forum’s timing, amidst the current market volatility, sparked dynamic and engaging conversations. I was honored to address the critical topic of data quality trends for performance measurement and shared common practices for enhancing data quality and overall data governance. This session reinforced the importance of robust data management frameworks in navigating today’s complex financial landscape.
Over the course of the two-day event, several key topics were discussed:
- Neutral Benchmarks for Legacy Assets: Participants explored the challenges and solutions for establishing neutral benchmarks, ensuring fair and accurate performance assessments for legacy assets.
- Fair Value vs. Benchmarks for Private Investments: The forum delved into the nuances of fair value measurement versus traditional benchmarks, particularly for private equity and real estate investments.
- Currency Attribution Trends: We examined the latest trends in currency attribution, highlighting best practices and innovative approaches to managing currency risk.
- AI in Performance and Attribution: The practical applications of artificial intelligence in performance measurement and attribution were a major highlight, showcasing how AI can drive efficiency and accuracy in financial analysis.
- ESG Trends: The group discussed the evolving landscape of Environmental, Social, and Governance (ESG) criteria, focusing on practical adoption strategies and their impact on performance measurement.
The forum featured thought-provoking sessions led by industry experts, offering actionable insights and industry-minded perspectives. The Performance Measurement Forum remains an essential platform for knowledge exchange, advancing innovation and best practices in our field.
I would like to extend my gratitude to TSG for organizing such a well-structured and impactful event.
