Performance & Risk Analytics

Performance & Risk Analytics

Co-Chair:  Beth Kaiser, CFA, CIPM
Co-Chair:  Jed Schneider, CIPM, FRM
Immediate Past Co-Chair:  Jim Nevola, CFA, FRM, CAIA, CIPM
Immediate Past Co-Chair:  Krista Harvey, CFA, CIPM

The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industry. Its diverse membership consists of, but is not limited to, practitioners from asset management firms, consulting firms, GIPS verification firms, software providers and custodian banks. The group meets on a regular basis to discuss performance and risk-related topics and provides networking and continuing education opportunities through its planned events.

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Upcoming Meetings and Events

Wed 23

Performance and Risk Analytics Research Group Meeting

August 23 @ 6:00 PM - 7:30 PM
CFA Society New York
1540 Broadway, Suite 1010 (Entrance on 45th street)
Oct 04

Performance and Risk Analytics Research Group Meeting

October 4 @ 6:00 PM - 7:30 PM
CFA Society New York
1540 Broadway, Suite 1010 (Entrance on 45th street)
Nov 29

Performance and Risk Analytics Research Group Meeting

November 29 @ 6:00 PM - 7:30 PM
CFA Society New York
1540 Broadway, Suite 1010 (Entrance on 45th street)

Leaders

Jim Nevola, CFA, FRM, CAIA, CIPM, has over eighteen years of financial services experience. During his twelve years with BNY Mellon, Jim has helped institutional investors use risk, performance attribution and compliance tools in order to evaluate their investments on both an ex-ante and ex-post basis. Jim received a B.A. in Economics from the State University of New York at Geneseo. He earned a CFA Charter in 2004, a Certificate in Investment Performance Measurement (CIPM) in 2008, the Financial Risk Manager (FRM) designation in 2011 and the Chartered Alternative Investment Analyst (CAIA) designation in 2012. Jim co-founded and continues to co-chair the Performance and Risk Analytic Research Group at the New York Society of Security Analysts. Through these efforts, he has further dedicated himself to the understanding, communication and betterment of industry best practices.Earlier in Jim’s career, he spent three years with Merrill Lynch, working with high-net worth clients to help them meet their long-term financial goals. Jim also served as a Performance Analyst with Citigroup and as an Institutional Equity Sales Trader with the First Albany Corporation

Krista Harvey, CFA, CIPM, is the Performance Manager at Jennison Associates, an investment management firm with a range of equity strategies across styles and market capitalizations, as well as fixed income strategies. Previously, she spent 8 years at Goldman Sachs having roles in investment research, equities trading, and as manager of the GIPS oversight team in the Investment Management Controllers division. Krista is a volunteer with CFA Institute. From 2012-current she served on the United States Investment Performance Committee (USIPC), which is the official local country sponsor for the Global Investment Performance Standards (GIPS) in the United States, and has been a member of the GIPS Interpretations Subcommittee from 2014-present. In 2009, Krista co-founded the NYSSA Performance & Risk committee and is currently serving as co-chair of the committee.

Beth Kaiser, CFA, CIPM, is a director of investment performance standards at CFA Institute. She maintains the GIPS standards through management of the interpretations process, develops standards and guidance for new technical areas, and works extensively with volunteer committees. As founder and president of Kaiser Consulting Associates, Inc., she has worked with institutional investors on performance measurement and GIPS-related matters. Ms. Kaiser has worked for both investment managers and investors in various performance, risk, and operations-related roles both as an employee and a consultant. Before working for CFA Institute, she was a volunteer on the North American Investment Performance Committee, the Investor/Consultant Subcommittee of the GIPS Executive Committee, and the Intellectual Property Working Group of the GIPS Executive Committee. Ms. Kaiser holds a BS degree in finance from Florida Atlantic University.

Jed Schneider, CIPM, FRM, is currently responsible for GIPS® compliance and fund performance reporting at Lazard Asset Management. He has over 25 years of experience in the performance measurement industry and investment operations. Before joining Lazard, Jed was head of performance reporting for J.P. Morgan’s U.S. Private Bank division. Prior to that, he was responsible for Verification Services at The Spaulding Group. There, he conducted verifications, performance attestations and consultations for many types of asset management firms. Jed also spent time at Morgan Stanley and U.S. Trust managing performance measurement teams and was a statistician for Consumer Reports magazine, responsible for data analysis on all product testing. Jed holds both a CIPM® (Certificate in Investment Performance Measurement) and an FRM® (Financial Risk Manager) designation. He has a B.S. in Applied Mathematics from Stony Brook University and a M.S. in Statistics from Baruch College.

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