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Global Industry Standards

GIS Steering Committee

The purpose of the Global Industry Standards (GIS) Steering Committee is:

  • To guide strategic development, promotion, and adoption of global industry standards;
  • To contribute to the mission of CFA Institute to protect investors, promote ethics and integrity, and instill trust through development and promotion of standards and best practices, to benefit the global investment community.

Carl R. Bacon CIPM

GIS Steering Committee Chair

Chief Advisor, Confluence Technologies

Member of CFA Society United Kingdom

Gaurav Amin Ph.D, CFA

Global Head of Risk, Albourne Partners

Garvin K. Deokiesingh CFA

Member of CFA Society Toronto

Robert E. Furdak CFA

Chief Investment Officer for ESG, Man Group

Member of CFA Society Boston

Alan Norman Lwetabe CFA, CIPM

Head, Investment Management Division, Bank of Uganda

Member of CFA Society East Africa

Alan M. Meder CFA

Chief Risk Officer and Senior Managing Director, Duff & Phelps Investment Management Company

Member of CFA Society Chicago

John P. Meier CFA

Managing Director/Senior Consultant, Verus, LLC

Sunette Mulder

Senior Policy Advisor, Association for Savings & Investments, South Africa (ASISA)

Trevor Persaud

Head of Investment Solutions, AIA Group

Hans G. Pieper

Managing Director, DPG Deutsche Performancemessungs

Damian Regan

Alexis Meredith Rosenblum CFA

Chief Corporate Sustainability Officer, Blackrock

Member of CFA Society New York

Mohammad Shoaib CFA

Chief Executive Officer, Al Meezan Investment Management – Pakistan

Member of CFA Society Pakistan

Michael Thom CFA

Managing Director, CFA Societies Canada, Inc.

Karyn D. Vincent, CFA, CIPM

Karyn D. Vincent CFA, CIPM

Senior Head, Global Industry Standards, CFA Institute

Member of CFA Society Portland

Karyn D. Vincent, CFA, CIPM, is senior head, global industry standards at CFA Institute and the GIPS Standards Executive Director. Previously, she was managing partner for client services at ACA Performance Services. Ms. Vincent founded Vincent Performance Services LLC, which subsequently merged with ACA. She also served as the global practice leader for investment performance services at PricewaterhouseCoopers. Ms. Vincent also served on the GIPS Standards Executive Committee, chaired the Technical Committee, Interpretations Subcommittee, and the Verification Subcommittee, served on the CIPM® Advisory Council, and chaired the AIMR-PPS Implementation Committee. She co‐authored with Bruce J. Feibel Complying with the Global Investment Performance Standards (GIPS). Ms. Vincent holds a bachelor’s degree in accounting from the University of Massachusetts Dartmouth.

GIPS Standards Technical Committee

The purpose of the GIPS Technical Committee is:

  • To provide technical oversight of the GIPS standards;
  • To guide development and adoption of the GIPS standards;
  • To provide representation of key industry stakeholders in the development of the GIPS Standards to ensure their interests are represented and considered; and
  • To jointly approve the GIPS Standards technical agenda and jointly approve the issuance of authoritative guidance along with the GIS Managing Director.

Dimitri A. Senik, CFA

Dimitri A. Senik CFA

Technical Committee Chair

Investor Trust Services Leader, PwC Switzerland

Member of CFA Society Switzerland, CFA Society Liechtenstein

Dimitri A. Senik, CFA, leads the Investor Trust Services at PwC Switzerland. With more than 20 years of experience in this area, he provides assurance services to investment managers and investors with respect to investment process and associated controls, investment performance and risk management, GIPS compliance, and environmental, social, and governance investments. Mr. Senik is also a member of the Investment Committee of the pension funds of PwC Switzerland. He has been a long-standing volunteer with the GIPS standard-setting bodies and chairs the GIPS Technical Committee. Mr. Senik has also served as a member and chair of the GIPS Executive Committee. In addition, he is a member of the GIPS Expert Group of the Swiss Funds & Asset Management Association. Mr. Senik is a Chartered Certified Accountant and holds a degree in international economics.

Karyn D. Vincent, CFA, CIPM

Karyn D. Vincent CFA, CIPM

GIPS Executive Director

Senior Head, Global Industry Standards, CFA Institute

Member of CFA Society Portland

Karyn D. Vincent, CFA, CIPM, is senior head, global industry standards at CFA Institute and the GIPS Standards Executive Director. Previously, she was managing partner for client services at ACA Performance Services. Ms. Vincent founded Vincent Performance Services LLC, which subsequently merged with ACA. She also served as the global practice leader for investment performance services at PricewaterhouseCoopers. Ms. Vincent also served on the GIPS Standards Executive Committee, chaired the Technical Committee, Interpretations Subcommittee, and the Verification Subcommittee, served on the CIPM® Advisory Council, and chaired the AIMR-PPS Implementation Committee. She co‐authored with Bruce J. Feibel Complying with the Global Investment Performance Standards (GIPS). Ms. Vincent holds a bachelor’s degree in accounting from the University of Massachusetts Dartmouth.

Crista DesRochers, CIPM

Crista DesRochers CIPM

Partner, ACA Performance Services

Member of CFA Society Portland

Crista DesRochers, CIPM, is a partner with ACA Performance Services, where she provides GIPS standards consulting and verification services to investment managers in the United States and abroad. She is a current member of the GIPS Technical Committee and a former member of the United States Investment Performance Committee. Ms. DesRochers is also the author of the 2016 white paper “Common Practices of GIPS®-Compliant Firms.” She holds a BA degree in business administration with a concentration in finance from Washington State University.

Herbert Jobelius

Managing Director, DPG Deutsche Performancemessungs

Jonathan McGee CFA, CIPM

Global Head of Investment Analytics & Delivery, Manulife Investment Management

Member of CFA Society Boston

Christine Iannacone CIPM

Investment Vice President, Prudential Financial

Member of CFA Society Philadelphia

Todd Jankowski CFA, CIPM

Retired

Member of CFA Society Phoenix

Joseph Kavanagh CFA

Head of Performance Measurement and Risk Analysis, KBI Global Investors Ltd.

Member of CFA Society Ireland

Yoh Kuwabara

Principal, Uroboros Performance Consulting, LLC

James O'Leary

Director of Performance, Mellon Investment Performance

Member of CFA Society Boston

Thomas R. Peters CIPM

Director, Kreisher Miller

Member of CFA Society Philadelphia

Arin Stancil CFA, CIPM

Managing Director, Principal, Guardian Performance Solutions, LLC

Member of CFA Society Seattle

Tian Sing Wee CFA

Chief Risk Officer, Singapore and Head Office Risk, Eastspring Investments (Singapore) Limited

Member of CFA Society Singapore

GIPS Subcommittees

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