A new version of the Global Investment Performance Standards (GIPS®) was released by CFA Institute on June 30, 2019. The GIPS standards have been adopted by over 1,800 organizations in over 46 markets around the world and have been updated to enhance their application to all asset classes, to better address pooled funds and to consolidate guidance issued since the 2010 version was released. Given the importance of the GIPS standards to market integrity, many organizations in the investment industry, including asset owners, asset managers, consultants, regulators, law firms, recordkeepers, software providers, consultants, and accounting firms, should be interested in learning about the 2020 GIPS standards.
Please join Ivana Bertuzzelli, CIPM and Ken Robinson, CFA, CIPM to learn more about the 2020 GIPS standards.
Ivana Bertuzzelli, CIPM
Ivana Bertuzzelli, CIPM, is Vice President, Portfolio Analytics of Intech Investment Management LLC. She 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. More recent years, responsible for activities related to gathering, analyzing, reporting and maintaining investment performance and attribution information. Active in professional and community affairs, Ms. Bertuzzelli has served as a member of the United States Investment Performance Committee (USIPC), is a board member of the Financial Council of a local church, and the Big Heart Brigade serving meals in the community. Enjoys volunteering time and talent to professional and not-for-profit organizations. 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 30 years of investment industry experience.
Ken Robinson, CFA, CIPM, CPA, PFS
Mr. Robinson is a Director in the Global Industry Standards team at CFA Institute. He is responsible for leading CFA Institute activities in the Americas region related to the GIPS standards, including managing and developing relationships with GIPS sponsors and volunteers. Prior to joining CFA Institute, Mr. Robinson was a director in the investment management audit practice at PricewaterhouseCoopers LLP. Mr. Robinson is a member of the Performance Measurement Committee of NCREIF and the GIPS Task Force of the NCREIF PREA Reporting Standards. Mr. Robinson has served as an appointed member of the North American Investment Performance Committee of CFA Institute, the Interpretations Subcommittee of the GIPS Executive Committee, the Quantitative Investing Subcommittee of CFA Society Boston, and the Investment Performance Standards Task Force of the AICPA. Mr. Robinson holds a Bachelor of Science degree in finance from Indiana University.
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