Global Industry Standards

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.

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.

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.

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, 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.

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).

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, 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).