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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

Robert E. Furdak CFA

Chief Investment Officer for ESG, Man Group

Member of CFA Society Boston

Robert Lawson

President and CCO, Barrington Capital Management, Inc.

Member of CFA Society Minnesota

Alan Norman Lwetabe CFA, CIPM

Director of Investments, Deposit Protection Fund of Uganda

Member of CFA Society East Africa

Alan Meder

Alan M. Meder CFA

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

Member of CFA Society Chicago

Alan Meder began his investing career with Duff & Phelps Investment Management Co. in 1985. He has worked as a securities analyst, portfolio manager and director of quantitative research. Mr. Meder currently serves the client base of Duff & Phelps as a Senior Managing Director and is the Chief Risk Officer.

He is also the Principal Financial Officer of the publicly traded investment companies for which Duff & Phelps is the investment adviser. Mr. Meder has served the investment profession as the Chairman of the Board of Governors of CFA Institute. In 2017, he received CFA Institute’s Distinguished Service Award. He is a former chair of the CFA Institute Audit and Risk Committee, Education Advisory Committee, Candidate Curriculum Committee, among other areas supporting the CFA Exam program. Mr. Meder is a current member of the Global Industry Standards Steering Committee of CFA Institute.

In 2019, Mr. Meder received the Hortense Friedman Award for distinguished service from CFA Chicago. Alan is a current member of the Governance and Nominating Committee of CFA Chicago.

Mr. Meder is a Certified Public Accountant, a member of the American Institute of Certified Public Accountants, and has served the accounting profession as a member of the Financial Accounting Standards Advisory Committee.

Sunette Mulder

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

Trevor Persaud

Head of Investment Solutions, AIA Group

Dmitry Pevzner CFA

Investment Manager, CalPERS

Member of CFA Society Sacramento

Hans G. Pieper

Managing Director, DPG Deutsche Performancemessungs

Damian Regan

Middle East Assurance Leader for Sustainability, Deloitte

Alexis Meredith Rosenblum CFA

Chief Corporate Sustainability Officer, Blackrock

Member of CFA Society New York

Mohammad Shoaib

Mohammad Shoaib CFA

Chief Executive Officer, Al Meezan Investment Management – Pakistan

Member of CFA Society Pakistan

Mr. Mohammad Shoaib, CFA is the founding CEO of Al Meezan Investment Management Ltd., the first and the only full-fledged Shariah Compliant Asset Management Company in Pakistan. Al Meezan is also the largest asset management company in Pakistan managing about USD 950 million on behalf of clients. Shoaib has over 28 years of experience in managing investment portfolios. Shoaib holds an MBA degree from IBA besides being a Chartered Financial Analyst (CFA) charter holder. Shoaib has been a speaker at various conferences on Islamic Asset Management in Middle Eastern and Far Eastern countries. He has also been featured in CFA Magazine with reference to his contribution to Islamic asset management, corporate governance and volunteer leadership roles.

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 the Senior Head in the Global Industry Standards department at CFA Institute and is the GIPS Standards Executive Director. Previously, Ms. Vincent was managing partner for client services at ACA Performance Services. She founded Vincent Performance Services LLC, which subsequently merged with ACA. She also served as the global practice leader for investment performance services at PricewaterhouseCoopers. Prior to joining CFA Institute, Ms. Vincent served on the GIPS Standards Executive Committee, chaired the GIPS Standards Technical Committee, the GIPS Standards Interpretations Subcommittee, and the Verification Subcommittee, and served on the CIPM Advisory Council. She also chaired the AIMR-PPS® Implementation Committee. Ms. Vincent co‐authored Complying with the Global Investment Performance Standards (GIPS) with Bruce J. Feibel and 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 Senik CFA

Technical Committee Chair

Investor Trust Services Leader, PwC Switzerland, Switzerland

Member of CFA Society Switzerland, CFA Society Liechtenstein

Dimitri Senik, CFA, leads the Investor Trust Services at PwC Switzerland. Mr. Senik provides assurance services to investment managers and investors with respect to investment process and governance, investment performance and risk management, GIPS compliance, and ESG Investing. He is a member of the Investment Committee of the Pension Funds of PwC Switzerland. Mr. Senik has been a long-standing volunteer in the standard-setting bodies for the GIPS standards and currently chairs the GIPS Standards Technical Committee. He is also a member of the GIPS Standards Expert Group of the Asset Management Association Switzerland. Mr. Senik chairs the ESG Verification Subcommittee of CFA Institute, which is currently engaged in the development of the new ESG Disclosure Standards for Investment Products. He holds a degree in international economics and is also a Chartered Certified Accountant.

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

Daryl Bradford CFA, CIPM

Director of Performance & Attribution, Acadian Asset Management, LLC

Member of CFA Society Boston

Crista DesRochers, CIPM

Crista DesRochers CIPM

Partner, ACA Group, United States

Member of CFA Society Portland

Crista joined the ESG team from ACA’s Performance Services team, where she provided Global Investment Performance Standards (GIPS®) consulting and verification services to investment managers across the globe. She brings more than 15 years of investment management consulting experience to the ESG team and specializes in ESG assurance-related services.

Crista is an active volunteer with CFA Institute. She is currently a member of the GIPS Standards Technical Committee and the ESG Verification Subcommittee, and a former member of the United States Investment Performance Committee (USIPC).

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

Todd Jankowski CFA, CIPM

Retired

Member of CFA Society Phoenix

James O'Leary

Director Performance Analytics, Newton Investment Management North America, LLC

Member of CFA Society Boston

Thomas R. Peters CIPM

Director, Kreisher Miller

Member of CFA Society Philadelphia

Jed Schneider

Jed Schneider CIPM

Senior Vice President, Lazard Asset Management

Jed Schneider, CIPM, is responsible for compliance with the GIPS standards and performance reporting at Lazard Asset Management. Mr. Schneider has over 25 years of experience in the performance measurement industry and investment operations. Before joining Lazard, his roles have included Head of Performance Reporting for J.P. Morgan’s U.S. Private Bank division and Senior Verifier at The Spaulding Group, where he conducted verifications and performance attestations. He also spent time at Morgan Stanley and U.S. Trust managing performance measurement teams and was a statistician for Consumer Reports magazine, responsible for data analysis on all product testing. Mr. Schneider is a former co-chair of the Performance and Risk Committee of CFA Society New York and an active volunteer supporting the GIPS Standards and the CIPM Program. He holds the FRM® (Financial Risk Manager) designation and has a B.S. in Applied Mathematics from Stony Brook University and a M.S. in Statistics from Baruch College.

Arin Stancil, CFA, CIPM

Arin Stancil CFA, CIPM

Managing Director and Principal, Guardian Performance Solutions

Member of CFA Society Seattle

Arin Stancil, CFA, CIPM, is a Managing Director and Principal at Guardian Performance Solutions LLC (GPS), a specialty compliance consulting firm established to help investment managers to comply with the GIPS standards. Mr. Stancil has been working with the GIPS standards for over 20 years and has extensive experience interpreting and applying them to almost any situation. Prior to joining GPS, he served as a Vice President and GIPS Compliance Manager for a global investment adviser with over $2 trillion in assets under management, where he was responsible for maintaining the firm’s ongoing compliance with the GIPS standards. Previously, he was a partner at an accounting firm that specialized in GIPS compliance consultation and verification services, where he conducted and oversaw hundreds of GIPS compliance verification projects for firms around the world of all sizes and levels of complexity. Mr. Stancil is currently a member of the GIPS Standards Technical Committee (TC), a volunteer committee established by CFA Institute. The purpose of the TC includes providing technical oversight of the GIPS standards and guiding the development and adoption of the GIPS standards. He is also a past member of the GIPS Standards Executive Committee (EC) and the United States Investment Performance Committee (USIPC).

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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