Live Broadcast: ESG, SRI, BPS, and the GIPS Standards

CFA Institute Celebrates 30 Years of Performance Standards

8:00–9:00 a.m., 15 September 2017
Online, Global

CFA Institute

Featured Speakers: David S. Post, CFA, and Anne Simpson

Watch a live broadcast of this session


This session from the 21st Annual GIPS Standards Conference will take place on Friday, 15 September at 8:00 a.m. PDT.

David S. Post, CFA, is director of research at the Sustainability Accounting Standards Board, where he leads the organization’s team of sector analysts. The team is responsible for working with issuers, investors, and other stakeholders in a rigorous research, analytics, and consultation process to identify current and emerging financially material environmental, social, and governance risks and opportunities among 79 industries. He has been an equity portfolio manager and research analyst for over 20 years and has led the equity research departments of two large firms. Mr. Post has researched, invested in, and visited companies in nearly all sectors. He holds a BS in applied economics and management from Cornell University and an MBA in finance from Columbia University.

Anne Simpson is investment director, sustainability at CalPERS, where she oversees sustainability strategy, including their work on advocacy, engagement, and integration, working through partnerships. Ms. Simpson’s previous roles include investment director, global governance at CalPERS and senior faculty fellow and lecturer, Yale School of Management. She has also served as executive director, International Corporate Governance Network; head of the World Bank–OECD, Global Corporate Governance Forum; and joint managing director, Pensions and Investment Research Consultants, Ltd. A member of the SEC’s investor advisory committee, Ms. Simpson also serves as a board member of the International Financial Reporting Standards advisory council, the Public Company Accounting Oversight Board investor advisory group, and the leadership council of the Robert F. Kennedy Center for Justice and Human Rights. Additionally, she sits on the advisory board of the Haas School of Business Center for Responsible Business at the University of California, Berkeley. Ms. Simpson is the author of The Greening of Global Investment and the co-author of Fair Shares: The Future of Shareholder Power and Responsibility. She holds a master’s degree (converted from a bachelor’s) from Oxford University, where she studied politics, philosophy, and economics.
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