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

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 currently chairs the GIPS Standards Technical Committee. He is also a member of the GIPS Standards Expert Group of the Asset Management Association Switzerland. Mr. Senik chairs the ESG Verification Subcommittee of CFA Institute, which is currently engaged in the development of the new ESG Disclosure Standards for Investment Products. He holds a degree in international economics and is also a Chartered Certified Accountant.

Senior Head, Global Industry Standards, CFA Institute, United States

Karyn D. Vincent, CFA, CIPM, is the Senior Head in the Global Industry Standards department at CFA Institute and is the GIPS Standards Executive Director. Previously, Ms. Vincent was managing partner for client services at ACA Performance Services. She founded Vincent Performance Services LLC, which subsequently merged with ACA. She also served as the global practice leader for investment performance services at PricewaterhouseCoopers. Prior to joining CFA Institute, Ms. Vincent served on the GIPS Standards Executive Committee, chaired the GIPS Standards Technical Committee, the GIPS Standards Interpretations Subcommittee, and the Verification Subcommittee, and served on the CIPM Advisory Council. She also chaired the AIMR-PPS® Implementation Committee. Ms. Vincent co‐authored Complying with the Global Investment Performance Standards (GIPS®) with Bruce J. Feibel and holds a bachelor’s degree in Accounting from the University of Massachusetts Dartmouth.

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

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

In this capacity, 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. 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.

Managing Partner, Longs Peak Advisory Services, LLC

Sean Gilligan, CFA, CIPM, is the Managing Partner of Longs Peak Advisory Services and has over 22 years of experience in the investment industry, with the last 16 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.

Head of Performance Measurement and Risk Analysis, KBI Global Investors, Ireland

Joseph Kavanagh, CFA, has managed the performance measurement department at KBI Global Investors since 2000, and is responsible for the production of investment return analysis, attribution analysis and market risk analysis to the business. Joe attained his CFA charter in 2004, and is a past President of CFA Society Ireland. He is a consultant to CFA Institute on their global CIPM Program, a professional examination program for performance and manager selection professionals. Joe is a global leader in performance presentation standards and has worked within the governance structure of the GIPS standards since 2011. From September 2016, Joe had been a member of the GIPS Technical Committee which is responsible for the technical oversight of the GIPS standards. He rotated off this position in September 2021 following completion of his five-year term.

Principal, Uroboros Performance Consulting, LLC, Japan

Senior Vice President and Head of Monitoring and Reporting, Pathway Capital Management, United States

Karen Lee is a senior vice president and Head of Monitoring and Reporting at Pathway Capital Management. In this role, she oversees the monitoring of portfolio company investments and valuations, portfolio diversification, performance analysis and client reporting activities. Previously, she held senior roles on Client Operations and Performance teams at PIMCO and Goldman Sachs. She received a BS in business administration from Binghamton University and holds a Certificate in Investment Performance Measurement (CIPM) designation.

Vice President, Manager of Performance and Analytics, Jennison Associates, LLC, United States

Senior Policy Advisor, Association for Savings & Investments, South Africa (ASISA), South Africa

Vice President, Investment Risk, TD Asset Management, Canada

Managing Director, DPG Deutsche Performancemessungs, Germany

Global Head of Portfolio Oversight, Newton Investment Management, United States

Senior Vice President, Lazard Asset Management, United States

Jed Schneider, CIPM, is responsible for compliance with the GIPS standards and performance reporting at Lazard Asset Management. Mr. Schneider has over 25 years of experience in the performance measurement industry and investment operations. Before joining Lazard, his roles have included Head of Performance Reporting for J.P. Morgan’s U.S. Private Bank division and Senior Verifier at The Spaulding Group, where he conducted verifications and performance attestations. 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.

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).

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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