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Global Industry Standards

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.

Larn Bailey CIPM

Global Head of GIPS and Performance MI, Schroder, PLC

Daryl Bradford CFA, CIPM

Director of Performance & Attribution, Acadian Asset Management, LLC

Member of CFA Society Boston

Crista DesRochers, CIPM

Crista DesRochers CIPM

Partner, ESG Advisory, ACA Group

Member of CFA Society Portland

Crista DesRochers, CIPM, 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). Crista earned her B.A. in Business Administration with a concentration in Finance from Washington State University and is a member of CFA Institute and CFA Society of New York.

Herbert Jobelius

Managing Director, DPG Deutsche Performancemessungs

Joe Kavanagh

Joseph Kavanagh CFA

Head of Performance Measurement and Risk Analysis, KBI Global Investors

Member of CFA Society Ireland

Joseph Kavanagh, CFA, has managed the performance measurement department since 2000, and is responsible for the production of investment return analysis, attribution analysis and market risk analysis to the business. Joe attained his CFA charter in 2004, and is a past President of CFA Society Ireland, the local CFA Institute member society. He is a consultant to the CFA Institute on their global CIPM Program, a professional examination program for performance and manager selection professionals. Joe is a global leader in performance presentation standards and has worked within the governance structure of the GIPS standards since 2011. From 1 September 2016, Joe had been a member of the GIPS Technical Committee which is responsible for the technical oversight of the GIPS standards. He rotated off this position in September 2021 following completion of his five-year term.

Karen Lee CFA

Vice President, Americas Client Operations, Pacific Investment Management Company, LLC

Jonathan McGee CFA, CIPM

Global Head of Investment Analytics & Delivery, Manulife Investment Management

Member of CFA Society Boston

Sunette Mulder

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

Kenrick Ohid CIPM

Vice President, Investment Risk, TD Asset Management

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).

Xiaodong Zhu CIPM

General Manager, Ashland Partners International Limited

GIPS Subcommittees

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