Committees

GIPS Standards Technical Committee

The purpose of the GIPS Standards Technical Committee is to:

  • Provide technical oversight of the GIPS standards;
  • Guide development and adoption of the GIPS standards;
  • Provide representation of key industry stakeholders in the development of the GIPS standards to ensure their interests are represented and considered;
  • Jointly approve the GIPS standards technical agenda and jointly approve the issuance of authoritative guidance along with the CFA Institute Managing Director of Global Industry Standards.

The GIPS Standards Technical Committee is composed of the GIPS Standards Executive Director and volunteers that broadly represent stakeholders of the GIPS standards.  Volunteer members serve three-year terms.

Dimitri Senik, CFA (Chair) 
Karyn Vincent, CFA, CIPM (GIPS Standards Executive Director)
Larn Bailey, CIPM
Daryl Bradford, CFA, CIPM
Crista DesRochers, CIPM
Herbert Jobelius
Joseph Kavanagh, CFA
Karen Lee, CIPM
Jonathan McGee, CFA, CIPM
Sunette Mulder
Kenrick Ohid, CIPM
Jed Schneider, CIPM
Arin Stancil, CFA, CIPM
Stephen (Xiaodong) Zhu, CIPM

GIPS Standards Asset Owner Subcommittee

The purpose of the GIPS Standards Asset Owner Subcommittee is to:

  • Discuss asset owner issues and needs, and provide feedback on proposals affecting asset owners;
  • Develop content and draft guidance specific to asset owners;
  • Work with Global Industry Standards staff to take proposals from initial drafting, through the review process, to finalized guidance.

The GIPS Standards Asset Owner Subcommittee is composed of volunteers that represent Asset Owners. Volunteer members serve three-year terms.

Stefan Illmer, Ph.D. (Chair)
Jean-Charles Dapsens d'Yvoir, CFA, CIPM
Douglas Finley, CIPM
Dae-Jun Kim, CIPM
Yue (Cynthia) Li, CFA
Jeffrey Lieser
Matthew Liposky
Bruce David Pearson
Antonio Rodriguez, CFA, CIPM
Jared Robert Stout
Heather Traeger
Gregory Turk, CFA
Tian Sing Wee, CFA

GIPS Standards Interpretations Subcommittee

The purpose of the GIPS Standards Interpretations Subcommittee is to:

  • Develop technical guidance, interpretations, clarifications and supporting authoritative guidance;
  • Work with Global Industry Standards staff to take proposals from initial drafting, through the review process, to finalized guidance.

The GIPS Standards Interpretations Subcommittee is composed of volunteers that broadly represent stakeholders of the GIPS standards. Volunteer members serve three-year terms.

Steven Furst, CFA, CIPM (Chair)
Michael Beck, CIPM
Mei-Ling Chu, CFA
Yekatrina Moshkovich Frederiksen, CIPM
Sean Gilligan, CFA, CIPM
Craig Horvath, CIPM
Carolyn M. Kennedy, CIPM
Susanne Klemm
Angela Mrakovcich, CFA, CIPM
Megan Piarulli
Petya Stefanova Stoycheva Sheikov, CFA, CIPM
Daisuke Uemura, CFA

GIPS Standards Promotion Subcommittee

The purpose of the GIPS standards Promotion Subcommittee is to:

  • Actively engage with GIPS Standards Sponsors on outreach activities;
  • Participate in decisions regarding how global promotion efforts should interface with local promotion efforts;
  • Identify local market needs, collect feedback, and identify future volunteers for development and promotion of the GIPS standards;
  • Increase promotion and adoption of the GIPS standards, in partnership with GIPS Standards Sponsors.

The GIPS Standards Promotion Subcommittee is composed of a CFA Institute Director of Global Industry Standards and volunteers that broadly represent stakeholders of the GIPS standards. Volunteer members serve three-year terms.

Ghadah Mazi (Chair)
Ken Robinson, CFA, CIPM (Director, CFA Institute)
Anne Anquillare, CFA
Jean-Francois Bouilly, CFA, CIPM
Shivani Choudhary, CFA, CIPM
Erica Fan-Hudson, CFA, CIPM
Hans Groetsch, CIPM
Alexander Helter, CFA, CIPM
Amy Jones, CIPM
Colin Kay
Vicken Krikorian, CIPM

GIPS Standards Verification Subcommittee

The purpose of the GIPS Standards Verification Subcommittee is to:

  • Discuss verifier and service provider issues and needs, and provide feedback on proposals affecting verifiers and service providers;
  • Develop content and draft guidance specific to verifiers and service providers;
  • Work with Global Industry Standards staff to take proposals from initial drafting, through the review process, to finalized guidance.

The GIPS Standards Verification Subcommittee is composed of volunteers that represent verifiers and service providers. Volunteer members serve three-year terms.

Paul Blandford (Chair)
Chris Callard
Carlos Villatoro Dardon, CFA, CIPM
Richard Doyle
Janice Kitzman, CIPM
Gabor Komjathy
Arvinder Matharu
Gretchen Magee Salisbury, CIPM
John Simpson, CIPM

GIPS Standards for Fiduciary Management Providers Technical Committee

The purpose of the GIPS Standards for FMPs Technical Committee is to:

  • Provide technical oversight of the GIPS Standards for Fiduciary Management Providers to UK Pension Schemes (the GIPS Standards for FMPs);
  • Guide development and adoption of the GIPS Standards for FMPs;
  • Provide representation of key industry stakeholders in the development of the GIPS standards for FMPs to ensure their interests are represented and considered;
  • Jointly approve the GIPS Standards for FMPs technical agenda and jointly approve the issuance of authoritative guidance specific to the GIPS Standards for FMPs, along with the the CFA Institute Managing Director of Global Industry Standards.

The GIPS Standards for FMPs Technical Committee is composed of the GIPS Standards Executive Director and volunteers that broadly represent stakeholders of the GIPS Standards for FMPs. Volunteer members serve three-year terms.

Andrew Harrison (Chair)
Karyn D. Vincent, CFA, CIPM (GIPS Standards Executive Director)
Nathan Baker, CFA
Peter Daniels
Sophie Dapin
Jonathan Frew
Anne-Marie Gillon, CFA
Rob Guthrie
George Jecks
Andre Kerr
Mark Latimour
Barry Mack
David Morton
Giles Payne
Guy Plater
Anthony Webb

GIPS Standards OCIO Working Group

The purpose of the GIPS Standards OCIO Working Group is to:

  • Provide input into the GIPS Standards guidance for OCIOs being developed by CFA Institute;
  • Help identify the requirements within the GIPS Standards for Firms that are challenging to apply to the OCIO business;
  • Assist with the creation of a Consultation Paper.

The GIPS Standards OCIO Working Group is composed of volunteers that represent OCIOs. Volunteer members serve one year which will begin 1 September 2022.

Thomas Peters, CIPM (Chair)
Bradley Alford, CFA
Scott Ayres
Kelli Barkov
Gabriella Barschdorff, CFA
Daniel Brickhouse
Philip Edwards
John Harrington
Thomas Heck, CFA
Patrick McDowell
Samuel Mello, CFA
Joshua O'Brien, CFA
Scott Perry
Travis Pruit, CFA
Tricia Walker, CIPM