Executive Director, Global Investment Performance Standards

Expertise

Global Investment Performance Standards (GIPS)

Designation
Awarded the CFA designation, 2003

Professional Experience
Mr. Boersma is executive director of the Global Investment Performance Standards, at the CFA Institute Centre for Financial Market Integrity. He is responsible for managing the Investment Performance Standards Policy Group; promulgating the GIPS standards and coordinating and supporting related educational and public awareness activities.

Previously, he was responsible for managing and directing the development, promulgation, and maintenance of the CFA Institute Standards of Practice, including the CFA Institute Code of Ethics and Standards of Professional Conduct, CFA Institute Soft Dollar Standards, CFA Institute Trade Management Guidelines, CFA Institute Research Objectivity Standards, and other standards of practice under development. Mr. Boersma is a frequent speaker on ethics in the investment industry.  

Prior to joining CFA Institute, Mr. Boersma worked in the investment management industry in various positions including assistant portfolio manager, trader, and performance specialist. He has experience in asset allocation, fundamental and quantitative research, risk and performance measurement, investment policy and portfolio strategy development, and investment manager selection.

Professional Activities
Mr. Boersma is a member of CFA Virginia.