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United States Investment Performance Committee

The United States Investment Performance Committee (USIPC) serves as the official local sponsoring organization (sponsor) for the Global Investment Performance Standards (GIPS®) in the United States. The purpose of the USIPC is to promote the adoption and implementation of the GIPS standards throughout the United States as the common method for calculating and presenting investment performance.

In collaboration with CFA Institute, we:

  • Advise on goals, policies, strategies, industry trends, and local market opportunities related to the GIPS standards;
  • Engage stakeholders and drive promotion and adoption of the GIPS standards and global industry standards in the United States market; and
  • Engage with regulators.

US country-specific guidance for calculating after-tax performance is now separate from the GIPS standards. Learn more about after-tax performance calculation and presentation in the United States.

Committee members serve a one-year term, renewable for three consecutive years.

Greta Nathan

Greta Nathan

Chair

Vice President, Performance Practice Leader, Fairview Performance Services

Greta Nathan is the performance practice leader at Fairview Performance Services where she is responsible for establishing and maintaining the company's products and services. She has over 25 years of industry experience and has performed Global Investment Performance Standards (GIPS®) verification and consulting services in each of her previous positions. Ms. Nathan was most recently with ACA Performance Services, where she worked with some of the firm’s largest, most complex global clients. Previously, she worked at Vincent Performance Services LLC and at CAPS, Inc. Ms. Nathan began her career as an audit manager at PricewaterhouseCoopers LLP, providing audit and other services to a range of investment management firms. She serves as Chair of the GIPS Standards United States Investment Performance Committee (USIPC) and member of the Global ESG Disclosure Standards Verification Subcommittee. Ms. Nathan earned a BS in mathematics and an MBA in accounting from Union College.

Ambika D'Souza CIPM

Vice President, T. Rowe Price

Todd Johnson

Todd Johnson is an audit partner in the asset management group of Ernst & Young. He is also national director of investment performance services at Ernst & Young and has extensive experience with the Global Investment Performance Standards (GIPS). Mr. Johnson has coordinated numerous firm-wide verifications and performance examinations, developed the Ernst & Young learning materials related to investment performance, and conducted seminars on GIPS compliance and verification for Ernst & Young professionals in the Americas. He is a member of the United States Investment Performance Council. Mr. Johnson holds a bachelor’s degree from Boston College.

Joshua Kramer CIPM

A&A Manager – Investment Industry, Kreischer Miller

Sanjay Lamba

Sanjay Lamba

Associate General Counsel, Investment Adviser Association

Prior to joining the Investment Adviser Association in 2013, Sanjay Lamba worked at the US Securities and Exchange Commission (SEC) for 10 years. He began his service in the rulemaking office of the Division of Investment Management before transferring to the Office of Chief Counsel (Legal Branch) in the Office of Compliance Inspections and Examinations in 2010. Prior to his roles at the SEC, Mr. Lamba was an associate in the investment management practice groups at Morrison & Foerster LLP and Dechert LLP. He received his B.S. degree in Finance from George Mason University in 1994 and his law degree from Boston University in 1997.

Michael McGrath, CFA

Michael McGrath CFA

Partner, K&L Gates

Michael McGrath, CFA, is an Asset Management and Investment Funds partner based in the Boston office. His practice focuses on counseling global asset managers across a broad spectrum of asset classes in the formation and operation of investment funds, regulatory compliance, and securities and commodities law. He regularly advises investment managers and broker-dealers on marketing and advertising issues. Michael is a frequent author and speaker on the practical implementation of securities laws in the asset management industry. He is a CFA charterholder, and a member of the CFA Institutee U.S. Investment Performance Committee.

Kristen Murray

Kristen L. Murray

Vice President and Manager, Performance, Wellington Management Company LLP

Kristen L. Murray is Vice President and Manager, Performance, at Wellington Management and is the Composite Team manager within Performance. For more than ten years, Ms. Murray has had oversight responsibilities for the firm’s policies and procedures for compliance with the GIPS standards, including composite management and analysis. She works closely with the Investment Products & Fund Strategies Group, Legal and Compliance, and the Global Relationship Group to interpret new guidance statements and address client solutions. She is a member of the firm’s Composite Working Group and Composite Oversight Group. Ms. Murray joined the firm in 2005 as a trust administration analyst, overseeing the Wellington Trust Company pools until 2010. Prior to joining Wellington Management, she held a variety of fund accounting positions within State Street Corporation. Ms. Murray earned her BA in economics from the University of Rhode Island.

Amber Natlo

Director, Investment Performance, Conning

James O'Leary

Director Performance Analytics, Newton Investment Management North America, LLC

Member of CFA Society Boston

Semia Powlett

Compliance Lead, Capital Group, America Funds

Tara Robinson

Senior Director, Manulife Asset Management

Headshot of Weasley Western

Wesley Western

President, Absolute Performance Verification

Wes joins CFA Institute’s US Investment Performance Committee following a two-year term on the GIPS Verification Subcommittee. He has managed the investment performance measurement and GIPS compliance process for a major global mutual fund complex and a large US regional accounting firm, enabling him to experience GIPS from the perspectives of the investment manager, the accounting firm, the business owner, and the verifier over the last 25 years. Today, he leads Absolute Performance Verification, which he founded in 2006 to provide GIPS verification services to investment managers worldwide. He has presented to CFA Institute member societies as well as at national investment-performance conferences, and he had the privilege of being selected as a ‘Professor for a Day’ at his alma mater, the Trulaske College of Business at the University of Missouri.

Wes earned his MBA at Nova Southeastern University, and his BSBA in finance and banking at the University of Missouri-Columbia.

Daniel Whitley

Director, Performance and Product Data, Lord Abbott & Co.

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