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.
GIS Steering Committee Chair
Chief Advisor, Confluence Technologies
Member of CFA Society United Kingdom
Global Head of Risk, Albourne Partners
Member of CFA Society Toronto
Chief Investment Officer for ESG, Man Group
Member of CFA Society Boston
Head, Investment Management Division, Bank of Uganda
Member of CFA Society East Africa
Chief Risk Officer and Senior Managing Director, Duff & Phelps Investment Management Company
Member of CFA Society Chicago
Managing Director/Senior Consultant, Verus, LLC
Senior Policy Advisor, Association for Savings & Investments, South Africa (ASISA)
Head of Investment Solutions, AIA Group
Managing Director, DPG Deutsche Performancemessungs
Chief Corporate Sustainability Officer, Blackrock
Member of CFA Society New York
Chief Executive Officer, Al Meezan Investment Management – Pakistan
Member of CFA Society Pakistan
Managing Director, CFA Societies Canada, Inc.
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.
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.
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.
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.
Managing Director, DPG Deutsche Performancemessungs
Global Head of Investment Analytics & Delivery, Manulife Investment Management
Member of CFA Society Boston
Investment Vice President, Prudential Financial
Member of CFA Society Philadelphia
Retired
Member of CFA Society Phoenix
Head of Performance Measurement and Risk Analysis, KBI Global Investors Ltd.
Member of CFA Society Ireland
Principal, Uroboros Performance Consulting, LLC
Director of Performance, Mellon Investment Performance
Member of CFA Society Boston
Director, Kreisher Miller
Member of CFA Society Philadelphia
Managing Director, Principal, Guardian Performance Solutions, LLC
Member of CFA Society Seattle
Chief Risk Officer, Singapore and Head Office Risk, Eastspring Investments (Singapore) Limited
Member of CFA Society Singapore