Post by The Journal of Performance Measurement®

In Episode 42 of TSG Time, Patrick Fowler and Douglas Spaulding sit down with Patrick Trencansky, CIPM, MBA, FDP, Vice President of Investment Performance at First Eagle Investments. Patrick discusses his journey from wealth management into investment performance measurement, attribution, and GIPS® compliance. He reflects on the lessons he’s learned throughout his career, the value of earning the CIPM designation, and the growing challenges investment firms face as they scale reporting and automation efforts. The conversation also explores the growing role of artificial intelligence in investment performance, the opportunities AI creates for improving reporting, and the new risks firms should consider. He also shares insights on the value of the Performance Measurement Forum, offers career advice for professionals entering the industry, and closes with a fun lightning round covering everything from his favorite childhood memory to the one part of life he’d automate with AI. Listen now on Spotify, Apple Podcasts, or our show page, TSGperformance.com/podcast. GIPS® is a registered trademark owned by CFA Institute.

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