5:30 PM to 6:00 PM - Networking and check-in - Deli sandwiches and soft drinks will be served
6:00 PM - 7:00 PM GIPS training session
GIPS Standards – Mission and Vision: A Road Map 2017
The Global Investment Performance Standards (GIPS®) are an ethical framework for the calculation and presentation of the investment performance history of an investment management firm. This program will discuss the benefits to firms claiming compliance with the standards including marketing and operational best practices. The speaker will discuss the provisions of the GIPS Standards, the marketing guidelines, the benefits of complying with GIPS, and review upcoming significant changes to GIPS.
Ivana Bertuzzelli, CIPM, is Vice President, Portfolio Analytics of INTECH Investment Management LLC. Ms. Bertuzzelli joined INTECH in April of 1994 from Prudential Asset Management Group, a subsidiary of Prudential Insurance Company, where she focused on profitability analysis reports for Guaranteed Investment Contracts. At INTECH, Ms. Bertuzzelli has been responsible for an array of different tasks including performance and composite calculation and reporting, portfolio accounting, client reporting, trading, compliance, marketing support, and personnel administrations and facilities management. Today, Ms. Bertuzzelli's is responsible for activities related to gathering, analyzing, reporting and maintaining investment performance and attribution information for INTECH accounts and composites.
Active in professional and community affairs, Ms. Bertuzzelli serves as a member of the United States Investment Performance Committee (USIPC) and a member of the Financial Council of a local church with a congregation of more than 8,000 parishioners. Continuously volunteering time and talent to local church, schools, and town athletic programs.
Ms. Bertuzzelli holds a B.S. in Business Administration majoring in Finance from Seton Hall University, graduating Magnum Cum Laude and has earned the right to use the Certificate of Investment Performance designation. She has 27 years of investment experience.