Canadian Investment Performance Council

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 Canadian Investment Performance Council

The Canadian Investment Performance Council (CIPC) is a fully independent, volunteer-based and self-governed organization with the goal of improving fair representation and full disclosure of investment performance in Canada.  The CIPC was formed in 2008 as a national initiative of the Canadian CFA Societies, who promote adherence to the highest standards of ethical behaviour, encourage professional development through the CFA program and facilitate the open exchange of information and opinions.

The CIPC is currently recognized by the Global Investment Performance Standards (GIPS) Executive Committee as the official sponsor of the GIPS Standards for the Canadian market. The objective of the CIPC is to provide a Canadian perspective and to promote and advance the GIPS Standards in Canada.

“Canada is an important member of the global capital markets. The CIPC has a strong voice and plays a critical role in representing the interests of Canadian stakeholders in the development of the GIPS standards, ensuring that they are truly global standards.”​

- Jonathan Boersma Executive Director, Global Investment Performance Standards, CFA Institute


 The CIPC also publishes articles and presentations on performance topics. Please contact us for additional information.

 CIPC Members

Simon Filteau, CFA, (Chair) Montréal, Quebec
Kenrick Ohid, CIPM, ​(Vice Chair) Toronto, Ontario​

Benjamin Banyai, CIPM, CFA, (Secretary) Toronto, Ontario​
Hope Celani, CIPM, (Past Chair) Toronto, Ontario
Patrick Fontaine, CIPMMontréal, Quebec
Paul Gardner, CFA, Toronto, Ontario​
Isabelle Henri, CFA, CIPM, FRM, Montréal, Quebec
Steve Khairy, CFA, CIPM, CIM, Montréal, Quebec
Karim Manaa, Toronto, Ontario
Denis Melekhov, CIPM, Montréal, Quebec
Jaclyn Moody, Toronto, Ontario
Manuel Tereso, CPA, CIPM, CFA, Montréal, Quebec

Read full bios

 

 Global Investment Performance Standards (GIPS)

What are the GIPS standards?
The Global Investment Performance Standards (GIPS®) provide an ethical framework for the calculation and presentation of the investment performance history of an investment management firm. Investment management firms that comply with the GIPS standards allow clients, prospective clients, and consultants the best opportunity to fairly evaluate their past performance.

Who established the GIPS standards?

  • The GIPS standards were created and are administered by CFA Institute, the global, not-for-profit association of investment professionals that awards the Chartered Financial Analyst (CFA)® and Certificate in Investment Performance Measurement (CIPM)® designations.
  • Organizations in nearly 40 countries sponsor and promote the StandardsThe Global Investment Performance

Find out more

The GIPS standards provide:

  • Firms with an ability to compete globally
  • Investors with the ability to make comparisons

 CIPC Nomination Form

CIPC is seeking New Members Read More

Access the CIPC nomination form. Submissions due b​y April 30th and can be sent to cszpruta@cfacanada.org

CIPC Minutes
Historical Documents
GIPS Resources

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