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CFA Institute Announces New Appointments to GIPS Executive Committee

 

CFA Institute has announced the appointment of two new members to the GIPS Executive Committee (EC), the decision-making body for the Global Investment Performance Standards (GIPS).

 

CFA Institute announces the appointment of two new members to the Global Investment Performance Standards (GIPS^®) Executive Committee, the decision-making body for the GIPS standards. Ann Putallaz and Yoh Kuwabara will begin their four-year terms in September 2011.

 

The nine-member GIPS Executive Committee is composed of a diverse group of investment professionals who develop and promote the adoption and implementation of the GIPS standards as the single, global standard for calculating and presenting investment performance. The two new members replace outgoing members Todd Juillerat, CFA and Karyn Vincent, CFA, CIPM.

 

Ann Putallaz, PhD, CIPM, a director of data and communication services at Munder Capital Management in the United States with more than 20 years of experience in the investment performance field, was elected chair of the Americas Regional Investment Performance Subcommittee and will serve on the GIPS Executive Committee. She has most recently served as chair of the United States Investment Performance Committee.

 

“The GIPS standards provide a global ethical framework for the calculation and presentation of investment performance in a way that is fair, transparent, and comparable among managers,” said Dr. Putallaz. “My passion for the GIPS standards comes from seeing the benefits they bring to investors, investment managers, consultants, and everyone else involved in the investment management process. I very much look forward to being one of the champions for the GIPS standards in the Americas region.”

 

 “We are delighted to welcome Dr. Putallaz to the Executive Committee,” said Jonathan Boersma, CFA, executive director of the GIPS standards at CFA Institute. “With her extensive technical background and strong leadership and consensus building skills, Ann brings the depth and breadth of knowledge and experience that are necessary for leading and developing the GIPS standards.”

 

 Yoh Kuwabara, executive director of Ernst & Young ShinNihon (Japan), with over 25 years of investment and performance measurement experience, will chair the GIPS Interpretations Subcommittee and serve on the GIPS Executive Committee. He has previously served as the GIPS Verification/Practitioner Subcommittee Chair and past member of the GIPS Executive Committee.

 

“The GIPS standards have made significant contributions to the global investment management industry,” said Mr. Kuwabara, who has been involved with the GIPS standards and its predecessors since 1997. “I look forward to my role on the GIPS Executive Committee as we address the needs of the ever-changing investment industry and markets worldwide.”

 

“Mr. Kuwabara is a true asset to the Executive Committee and his deep technical knowledge of and experience with the GIPS standards uniquely qualifies him to lead the Interpretations Subcommittee,” said Boersma. “We are very pleased to welcome him back and look forward to his leadership in the ongoing development of the GIPS standards.”

 

GIPS Standards

The GIPS standards are a set of ethical principles that establish an industry-wide approach for how investment firms calculate and report their investment results to prospective clients. For more information on the GIPS standards, visit www.gipsstandards.org.