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In 1993, TSG began regular research efforts to provide critical information on areas of importance to the money management industry. No one else in the industry provides the level of information our research projects generate. This is our third survey to gather information about the performance measurement professional.

The performance measurement professional’s role continues to expand. With this survey, we will learn more about these changes and expansion across the different types of organizations in the investment industry.

Members of the Performance Measurement Forum provided input for this survey; however, they will neither receive detailed information on individual survey participants nor will they participate in the analysis of the results or preparation of the report.

We ask a number of personal questions in this survey, in order to provide valuable information to the industry. All financial responses should be in US dollars and all answers should be as of December 31, 2023.

Your responses will be kept confidential.

PLEASE NOTE: All participants will receive a complimentary copy of the results.

If someone else in your firm would be more knowledgeable about this topic, please give him/her this link.

If you prefer to answer anonymously, you can do so. Please follow up with Patrick Fowler at PFowler@TSGperformance.com so we can get you your copy of the results.

We appreciate your time and candor. Room is provided for additional comments.

If you have any questions or comments about the survey, you may call TSG at (732) 873-5700.

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Confidentiality of participants will be maintained.
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