CIPC Nominations Form 2025

The Canadian Investment Performance Council (CIPC) of CFA Societies Canada is a council of independently minded expert volunteers from across Canada. The objective of the CIPC is to provide thought leadership on best practices for investment performance measurement and to promote adoption of the GIPS® standards for Canadian market participants. The GIPS standards are a set of voluntary performance reporting standards that focus on fair representation and full disclosure in calculating and presenting investment performance. The CIPC was formed in 2008 as a national initiative of the Canadian CFA Societies to foster adherence to the highest standards of ethical behaviour, encourage professional development through the CFA® designation and CIPM Program, and facilitate a respectful open exchange of information and opinions. The CIPC is recognized by CFA Institute as the official sponsor of the GIPS Standards for the Canadian market. Additionally, the CIPC also advocates for adherence to the CFA Institute Asset Manager Code™ (AMC), which defines the ethical and professional duties of firms managing assets for clients. Visit www.cfacanada.org to access the work of the CIPC or follow us on LinkedIn.

All council members will be members in good standing of a Canadian CFA Society, where eligible for membership. CIPC members’ terms will run from July 1st to June 30th each year and will be renewable for a maximum of eight (8) consecutive years.

The CIPC convenes on a monthly basis via Zoom Video Meetings. At least once annually, an in-person meeting will be convened within Canada.

Submissions are due by April 15th. If you have any questions, please feel free to contact us at info@cfacanada.org.

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* 1. Contact Info:

Name *

Company *

Address *

Address 2

City/Town *

Province *

Postal Code *

Email Address *

Phone Number *

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* 2. LinkedIn Profile URL:

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* 3. Please indicate your CFA Society membership [NOTE: All CIPC council members must be members in good standing of a Canadian CFA Society, where eligible for membership]:

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* 4. Professional affiliations (associations, local sponsors of performance standards, etc.) and designations (CFA, CIPM, etc.):

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* 5. Please provide the following information for two professional references. These references should be able to attest to your ethical standards and leadership skills. Preferably, one reference should be involved with the GIPS standards. By providing their information, you agree and confirm that we can contact them.

Reference #1 Name:

Company:

Title:

Email:

Phone Number:

Reference #2 Name:

Company

Title

Email:

Phone Number: