GIPS Subcommittees

The GIPS Executive Committee and Technical Committee have authority to create subcommittees to facilitate the involvement of all country sponsors and key stakeholders in the ongoing development and promotion of the Standards.

GIPS Subcommittee Member Selection and Meeting Frequency

Member Selection

GIPS Subcommittee members are appointed by the relevant Subcommittee Chair, the Chair of the Technical Committee, and the Executive Director. Appointments are based on the interested volunteer’s technical expertise, work experience, and geographic diversity.

Subcommittee members serve one-year terms, renewable annually for up to four years. They may serve up to two additional years (for a maximum total of six consecutive years) at the discretion of the Subcommittee Chair, Chair of the Technical Committee, and the Executive Director.

Meeting Frequency

GIPS Subcommittees meet by telephone conference calls. Subcommittees determine their meeting frequency each year. They may meet quarterly, monthly, or even more frequently depending on their number of projects. Members should be committed and dedicated to actively participate their Subcommittee’s activities and initiatives.

GIPS Subcommittees

Asset Owner Subcommittee

Acts as a forum for understanding the important issues facing investors (and those representing investors) when evaluating investment performance information. This perspective will be shared with the GIPS Technical Committee to contribute to the GIPS standards.

Interpretations Subcommittee

Clarifies the GIPS standards through interpretations that effectively respond to new issues presented by the global investment industry as assigned by the GIPS Technical Committee.

Investment Manager Subcommittee

Acts as a forum for understanding application issues investment management firms’ face when complying with the GIPS standards. This perspective will be shared with the GIPS Technical Committee to improve the quality of the GIPS standards and to ensure a consistent approach and objectives among investment management firms globally.

Verification Subcommittee

Develops content specific to verifiers and service providers as identified and/or directed by the GIPS Technical Committee. Discusses verification issues and needs and provide feedback on proposals affecting verifiers and service providers.  Acts as a forum of professionals to discuss issues and needs verifiers and third-party service providers face.  This perspective will be shared with the GIPS Technical Committee to improve the quality of the GIPS standards and offer feedback on proposals affecting verifiers and service providers.

Subcommittee Members


Asset Owner ​​Subcommittee
Kathryn Misic, CFA, Chair
Abdulelah Aldeheem, CIPM
Jacques Gagne, CFA, CIPM
Lynn Hoover
Yue Li, CIPM
Robert Paterson, CIPM
Stephen Skaanes, CFA
Billy Welsh, CIPM

Interpretations Subcommittee
Dimitri Senik, CFA, Chair
Steven Furst, CFA, CIPM
Madhu Gayer, CIPM
Herbert Jobelius
Ashley Reeves, CIPM
Corne Reniers
Tom Stapleton, CFA
Michael Stevens, CIPM
Daisuke Uemura, CFA
Jian Zhang, CFA, CIPM

Investment Manager Subcommittee
 
Joseph Kavanagh, CFA, Chair
Muhammad Ali Bhabha, CFA
Micheal Beck, CIPM
Ambika D'Souza, CIPM
Sean Juru, CFA, CIPM
Karen Lee, CIPM
Neil Mackay
Sanjay Parikh, CFA
Narongrit Suptippayarattena. CFA, CIPM

Verification Subcommittee
Damian Regan, Chair
Paul Blandford
Nicholas Dekker, CIPM
Alicia Hyde, CIPM
Susanne Klemm
Karim Manaa
Mayumi Takahashi
Wesley Western

Pooled Funds Working Group
Ann Putallaz, CIPM, Chair
Christopher Auden
Robert Grimm
Todd Johnson
Michaela Krahwinkel
Michael McGrath
Jaclyn Moody
Mohammad Shoaib, CFA
Daniel Strasshofer, Jr.
Andrea Ulrich
David Walsh

Alternative Strategies Working Group
Christine Iannacone, CIPM, Chair
Ann Anquilare, CFA
Kyle Burrell
Bartek Cal
Rich Carson
Jerome Chung
David DiPaolo
Todd Jankowski, CFA
Susan Kim, CIPM
Maritza Matlosz
Massimiliano Saccone, CFA
Philip Vitale, CFA