GIPS® Standards Technical Committee

Purpose

The purpose of the GIPS Technical Committee is:

To provide technical oversight of the GIPS standards;
To guide development and adoption of the GIPS standards;
To provide representation of key industry stakeholders in the development of the GIPS standards to ensure their interests are represented and considered; and
To jointly approve the GIPS standards technical agenda and jointly approve the issuance of authoritative guidance along with the GIS Managing Director.

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Members

Global Investment Data and Performance Solutions Leader, Mercer Investments, United States

Director, Investment Practice & Standards, CFA Institute, United States

Beth Kaiser Schwartz, CFA, CIPM, is a Director in the Investment Practice & Standards at CFA Institute. Ms. Kaiser Schwartz helps maintain the GIPS standards through management of the interpretations process, developing standards and guidance for new technical areas, and working extensively with volunteer committees. Previously, Ms. Kaiser Schwartz worked for both investment managers and investors in various performance, risk, and operations-related roles, both as an employee and a consultant. Before working for CFA Institute, she was a volunteer for the GIPS standards on the North American Investment Performance Committee, Investor/Consultant Subcommittee and the Intellectual Property Working Group. Ms. Kaiser holds a BS degree in finance from Florida Atlantic University.

Head of Performance Process and MI, Schroder, PLC, United Kingdom

Larn joined Schroders in 2010 and is Head of Performance Process & Management Information within the Performance Team. Larn is responsible for implementing globally consistent GIPS policies and procedures across Schroders. He is also responsible for performance reporting to Schroders management committees and boards. From 2006 to 2010, he worked within the Performance Team at Capital International, part of Capital Group, he was responsible for the development of performance and reporting tools. From 2000 to 2006 he worked at T-Mobile within the network design and management reporting functions. Larn has a MEng in Electronic and Software Engineering from The University of Birmingham, England and the Certificate in Investment Performance Measurement (CIPM).

Head, Performance Practice, Meradia, United States

Jonathan Boersma, CFA, leads Meradia’s investment performance practice, which includes compliance and consulting services for firms adopting the Global Investment Performance Standards (GIPS®). He leverages 30 years of financial services experience to guide clients through the complex transformations and operational preparations required for adopting industry and regulatory frameworks. Through his deep understanding of the GIPS standards, Jonathan blends strategic planning with industry best practices to ensure clients achieve investment performance operations efficiencies.

For 17 years, Jonathan led the CFA Institute’s ethics and performance standards group, most recently serving as Head of Professional Standards and Executive Director of the Global Investment Performance Standards (GIPS®). While at the CFA Institute, Jonathan oversaw all aspects of the development and promotion of the Standards. He provided training and subject matter expertise to asset managers, asset owners, and regulators around the world. As the Executive Director of the GIPS standards, he led the development of their 2010 edition, paved the way for asset owners to adopt the framework, helped the standards address pooled vehicles, and created the vision and strategy for the 2020 edition. More recently, he led several investment managers through strategic planning and compliance training at his prior consultancy, Basis Point Solutions, which he founded in 2017.

Senior Vice President and Director, Performance and Attribution and Cash Flow Management, Acadian Asset Management, LLC, United States

Daryl Bradford has responsibility for two key functions at the firm. He leads a team whose responsibilities include the generation, integrity and interpretation of performance and attribution reporting, risk metrics, portfolio analytics, and oversight of the firm's GIPS® compliance program. In parallel, he oversees a centralized cash flow and investor services team, streamlining client capital activity. Prior to joining Acadian in 2007, Daryl spent three years in accounting and client service roles at State Street Corporation. Daryl graduated from Stonehill College with a BS in Finance, earned a Masters in Finance from Suffolk University, and holds an MBA with a concentration in investments from Northeastern University. He is a CFA® charterholder and a member of the CFA Society Boston. Daryl was a four-year member of the CFA Institute’s United States Investment Performance Committee (USIPC) and currently serves on the GIPS Standards Technical Committee. He chairs the IAA GIPS Compliance Forum, is a member of The Journal of Performance Measurement’s advisory board and is a frequent conference speaker. He received The Journal’s 2017 Dietz Award for excellence in performance measurement literature.

Americas Head of Analytics for CBRE Investment Management (CBRE IM), United States

Amanda Carrillo, CFA, is the Americas Head of Analytics for CBRE Investment Management (CBRE IM). In this role, Amanda leads a team of Americas-based analytics professionals and is responsible for leveraging performance, attribution, and risk analysis to derive robust insights that aid investment decision-making. Previously, Amanda was a manager on the Performance Team within CBRE Investment Accounting & Reporting, where she oversaw performance reporting in accordance with GIPS and NCREIF standards and subsequent deliverables to current and prospective clients. Amanda serves on the NCREIF (National Council of Real Estate Investment Fiduciaries) Performance Committee and the CFA Institute GIPS Standards Technical Committee.

Managing Director, Head of Client Reporting, Performance, and Data Operations, Cambridge Associates, United States

Ambika D’Souza is a leader in investment performance, analytics, and data operations, with more than 25 years of experience shaping how firms use data to drive reporting, decision-making, and client outcomes.

As Managing Director and Head of Client Reporting, Performance, and Data Operations at Cambridge Associates, she leads at the intersection of operations, analytics, and strategic transformation.

Over the course of her career, Ambika has also held senior leadership roles across some of the industry’s most respected organizations, including T. Rowe Price, State Street Investment Management, Lucent Technologies retirement plans, and WestLB Asset Management in London. Her experience spans performance measurement, GIPS, data management, analytics, and strategic change.

She has also made a significant contribution to the broader investment industry through active involvement in leading professional bodies, including the CFA Institute USIPC, CFA Institute GIPS Technical Committee, CFA Institute GIPS Investment Manager Subcommittee, and CIPM Standards Setting.

Managing Partner, Longs Peak Advisory Services, LLC

Sean Gilligan, CFA, CIPM, is the Managing Partner of Longs Peak Advisory Services and has over 25 years of experience in the investment industry, with the last 19 years focused specifically on investment performance and GIPS compliance. From the front office to the back office, Sean has seen it all and has a deep understanding of how investment firms and asset owners operate. Sean is passionate about helping firms understand complex topics. With his unique ability to breakdown complicated topics into simple, digestible terms, Sean strives to make GIPS compliance easy enough for any firm in the world to comply.

Senior Manager, Ernst & Young, United States

Krista Harvey, CFA, CIPM, is a Senior Manager in EY’s Wealth & Asset Management (WAM) practice focusing on performance, fund accounting, and data management. Krista has assisted clients in the segregated account, registered fund, and hedge fund industries with assessments of their data operating models and implementation of improvements.  Previously, she was a Director at CFA Institute responsible for interpreting the GIPS Standards and developing guidance on how GIPS-compliant firms can comply with the SEC Marketing Rule. Prior to joining CFA Institute, Krista held senior roles in Investment Performance and Operations teams at TIAA, Jennison Associates, and Goldman Sachs. Krista is also a member of the GIPS Standards Technical Committee, has chaired the United States Investment Performance Committee (USIPC), was a member of the GIPS Standards Interpretations Subcommittee, and co-founded the CFA Society of New York Performance & Risk committee.

Vice President, Investment Risk, TD Asset Management, Canada

Kenrick has over 27 years of banking experience specializing in Performance and Risk in Asset Management and currently serves as Vice President at TD Asset Management focusing on Performance Measurement and the Global Investment Performance Standards (GIPS®). He has also held leadership roles such as Vice Chair of the Canadian Investment Performance Council and is a member of the CFA Institute’s GIPS Technical Committee. With over 25 years as an educator, Kenrick teaches subjects including Accounting, Corporate Finance, Personal Finance, Economics, and Statistics at various institutions. He holds a BSc in Economics from the University of the West Indies, an MBA from the University of Edinburgh, and a Certificate in Investment Performance Measurement from the CFA Institute.

Global Head of GIPS, Director of US Performance and Attribution, Insight Investment North America, United States

Senior Vice President and Head of Performance and Client Reporting, Neuberger Berman, United States

Jed Schneider, CIPM, is Senior Vice President and Head of Performance and Client Reporting at Neuberger Berman. Mr. Schneider has more than 30 years of experience in the performance measurement industry and investment operations. Before joining Neuberger Berman, his roles have included Head of Performance Reporting at Lazard and J.P. Morgan’s U.S. Private Bank division as well as a Senior Verifier at The Spaulding Group. He also spent time at Morgan Stanley and U.S. Trust managing performance measurement teams and was a statistician for Consumer Reports magazine, responsible for data analysis on all product testing. Mr. Schneider is a former co-chair of the Performance and Risk Committee of CFA Society New York and an active volunteer supporting the GIPS standards and the CIPM Program. He holds the FRM® (Financial Risk Manager) designation and has a B.S. in Applied Mathematics from Stony Brook University and a M.S. in Statistics from Baruch College.

Investor Trust Services Leader, PwC Switzerland, Switzerland

Dimitri Senik, CFA, leads the Investor Trust Services at PwC Switzerland. Mr. Senik provides assurance services to investment managers and investors with respect to investment process and governance, investment performance and risk management, GIPS compliance, and ESG Investing. He is a member of the Investment Committee of the Pension Funds of PwC Switzerland. Mr. Senik has been a long-standing volunteer in the standard-setting bodies for the GIPS® standards and is the past Chair and current member of the GIPS Standards Technical Committee. He is also a member of the GIPS Standards Expert Group of the Asset Management Association Switzerland and a member of the Standards of Practice Council of CFA Institute. He holds a degree in international economics and is a CFA charterholder and a Chartered Certified Accountant.

Managing Director and Principal, Guardian Performance Solutions, United States

Arin Stancil, CFA, CIPM, is a Managing Director and Principal at Guardian Performance Solutions LLC (GPS), a specialty compliance consulting firm established to help investment managers to comply with the GIPS standards. Mr. Stancil has been working with the GIPS standards for over 20 years and has extensive experience interpreting and applying them to almost any situation. Prior to joining GPS, he served as a Vice President and GIPS Compliance Manager for a global investment adviser with over $2 trillion in assets under management, where he was responsible for maintaining the firm’s ongoing compliance with the GIPS standards. Previously, he was a partner at an accounting firm that specialized in GIPS compliance consultation and verification services, where he conducted and oversaw hundreds of GIPS compliance verification projects for firms around the world of all sizes and levels of complexity. Mr. Stancil is currently a member of the GIPS Standards Technical Committee (TC), a volunteer committee established by CFA Institute. The purpose of the TC includes providing technical oversight of the GIPS standards and guiding the development and adoption of the GIPS standards. He is also a past member of the GIPS Standards Executive Committee (EC) and the United States Investment Performance Committee (USIPC).

Head of Risk Oversight, Abu Dhabi Investment Authority, United Arab Emirates

General Manager, Ashland Partners International Limited, China

Stephen is the General Manager at Ashland Partners International. He joined Ashland in 2007 and has always focused on verifying investment advisors' claim of GIPS® compliance as well as performance consulting engagements. Stephen was elected to serve as the GIPS Asia Pacific Regional Technical Subcommittee Chair of the GIPS Technical Committee. Stephen has been a long-standing volunteer in local finance industry organizations for the GIPS standards. Stephen's client base includes firms in Asia, Europe, and the Americas. Stephen is located in Ashland's Shanghai office and has executive responsibility for business operations in Asia. Stephen has been building up expertise in performance measurement and GIPS standards since 2002 at Cutler Investment and before that at PwC and GE Plastics. He received his Master in Business Administration from the University of Chicago and holds a Bachelor of Engineering from Shanghai Jiao Tong University.

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