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)
Daryl Bradford, CFA, CIPM
Crista DesRochers, CIPM
Todd Jankowski, CFA, CIPM
Herbert Jobelius
Jonathan McGee, CFA, CIPM
James O'Leary
Thomas A. Peters, CIPM
Jed Schneider, CIPM
Wee Tian Sing, CFA
Arin Stancil, CFA, 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  • Develop content and draft guidance specific to asset owners;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
Yekaterina Federiksen
Douglas Finley, CIPM
Alexander Helter, CFA, CIPM
Dae-Jun Kim, CIPM
Yue (Cynthia) Li, CFA
Matthew Liposky
Jeffrey Lieser
Robert Paterson, CIPM
Antonio Rodriguez, CFA, CIPM
Stephen Skaanes, CFA
Gregory Turk, 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)
Tricia A. Bailey, CIPM
Michael Beck, CIPM
Mei-Ling Chu, CFA
Sean Gilligan, CFA, CIPM
Craig Horvath, CIPM
Susanne Klemm
Stacy Luchin, CIPM
Angela Mrakovcich, CFA, CIPM
Erilda Muco
Megan Piarulli

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.

Ann Putallaz, Ph.D., CIPM (Chair)
Ken Robinson, CFA, CIPM (Director, CFA Institute)
Muhammad Ali Bhabha, CFA
Anne Anquillare, CFA
Chivani Choudhary, CFA, CIPM
Damien Damiano, CIPM
Hans Groetsch, CIPM
Amy Jones, CIPM
Colin Kay
Neil Mackay
Ghadah Mazi
Steve Wallace
Daniel Whitley, CIPM
Xiaodong (Stephen) Zhu, 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)
Tatsuhiko Abe
Chris Callard
Philip DeRosa
Richard Doyle
Janice Kitzman, CIPM
Gabor Komjathy
John Simpson, CIPM
Liang Xue, 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)
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