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
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.
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
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.
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 Global Investment Performance Standards (GIPS®) standard-setting bodies and chairs the GIPS Standards Technical Committee. Mr. Senik has also served as a member and chair of the GIPS Standards Executive Committee. In addition, he is a member of the GIPS Expert Group of the Asset Management Association Switzerland. 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 Group, USA
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).
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