Beth J. Kaiser, CFA
 Contact by e-mail Phone: +1 (212) 756-7105 |
Investment Performance Specialist
Expertise
Education
Ms. Kaiser holds a BS in finance from Florida Atlantic University.
Designation
Awarded CFA designation, 1999
Professional Experience
Ms. Kaiser is an investment performance specialist in the CFA Institute Centre for Financial Market Integrity. She maintains the Global Investment Performance Standards (GIP) through management of the interpretations process, develops standards and guidance for new technical areas, and works extensively with volunteer committees.
Currently, Ms. Kaiser is founder and president of Kaiser Consulting Associates, Inc. in Newark, New Jersey, working with institutional investors on performance measurement and GIPS-related matters. Previously, she worked for the Knight Foundation in Miami as manager of investment performance and risk analysis. Ms. Kaiser was employed by Montgomery Asset Management in San Francisco, where she was responsible for AIMR-PPS compliance and performance measurement for the firm. She also served as senior performance analyst with Franklin Templeton in Fort Lauderdale, Florida.
Professional Activities
Ms. Kaiser has volunteered with CFA Institute on the North American Investment Performance Committee, the Investor / Consultant Subcommittee of the GIPS Executive Committee, and the Intellectual Property Working Group of the GIPS Executive Committee