John Simpson

About John Simpson

I have over 25 years of experience in investment performance measurement. At The Spaulding Group, I am responsible for GIPS verifications, focusing on the Western and Mid-Western parts of the USA and Canada. I also am an instructor for our performance measurement courses- Fundamentals of Performance Measurement- Fundamentals of Risk Measurement- Fundamentals of GIPS- Advanced Performance Measurement- Performance Attribution- Investment Performance Boot CampI hold the CIPM designation (Certificate in Investment Performance Measurement).Co-author of \"The Spaulding Group\'s Guide to the Performance Presentation Standards\"(ISBN 97••••••••80).Blogger for \"CIPM Tips and Tricks\"I have several years of experience with C programming, using embedded SQL. As a programmer, I built and maintained libraries of fixed income accounting and analytic calculations, and I also designed systems for portfolio accounting, performance measurement and derivatives processing.On a broader scale, I have also worked in technology for financial services during my entire career. My core expertise is in understanding the complexities of the securities markets, and translating those complexities into the business requirements used to engineer software solutions. Experienced in product management/marketing, and also an author of investment technology related articles.Specialties: Investment Performance Consultant & Trainer, Product Management, Business Analyst, User Requirements/Specifications, Investment Performance Analyst, Technical Writing, Author, Programmer Analyst

Experience

1. Executive Vice President and Chief Verification Officer

   Tsg

   Jul 2005 — Present · Los Angeles, CA, US

   The Spaulding Group is the leader in investment performance measurement products & services. The Spaulding Group offerings include GIPS verifications and non-GIPS audits, Training, Conferences, Interactive Forums, Research, and Publishing. We\'re actively involved as members of the CFA Institute (formerly AIMR), the New York Society of Security Analysts (NYSSA), The European Investment Performance Committee (EIPC) and other industry groups- GIPS verifier: providing GIPS verification services to investment management firms throughout the United States, Canada and the rest of the world- Senior consultant: providing support to software firms in the design of investment performance and attribution systems. Assisted firms with issues related to compliance with the GIPS standards (Global Investment Performance Standards). Also providing consulting on performance operations to investment firms- Instructor for The Spaulding Group\'s courses: Fundamentals of Performance Measurement, Performance Measurement Attribution, Performance Measurement Boot Camp, Fundamentals of GIPS, Fundamentals of Risk Measurement, and, CIPM Principles Level and Expert Level Prep Classes (CIPM classes no longer offered after 2016)- Designed The Spaulding Group\'s materials for the CIPM preparatory courses and flash cards- member of the United States Investment Performance Committee After-Tax Working Group, updating the standards for the best practices of the presentation of after-tax performance results- member of the GIPS Pooled Fund Advisory Committee, working on guidance for the application of the GIPS Standards to pooled funds (mutual funds, UCITs, etc.).

Education

• UCLA

  B.S., Applied Mathematics

  1983 — 1988

Skills

• Leadership
• Investment Management
• Portfolio Performance Analysis
• Gips Compliance
• Gips
• Marketing
• Derivatives
• Financial Services
• Esql Programming
• C
• Fixed Income
• Gips Standards
• Technical Writing
• Blogging
• Software Testing Life Cycle
• Client Services
• Investments
• Hedge Funds
• Real Estate Performance Measurement
• Performance Measurement
• Performance Attribution
• Business Analysis
• Equities
• Alternative Investments
• Gips Verification
• Asset Allocation
• Bloomberg
• Portfolio Management
• Analytics
• Private Equity Performance Measurement
• Finance
• C Language Programming
• Portfolio Accounting
• Teaching
• Asset Management
• Financial Writing
• Product Management
• Fixed Income Analysis
• Fixed Income Analytics