Performance & Risk Analytics Research Group

Co-Chair:  Jim Nevola, CFA, FRM, CAIA, CIPM 
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

Second Annual NYSSA GIPS Forum

Wednesday May 17 3:00 PM - 8:30 PM • NYSSA Conference Center

The Global Investment Performance Standards (GIPS) are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on ...

Conference, NYSSA Event, Performance & Risk Analytics, Programs for Members

Performance & Risk Analytics Research Group Meeting

Wednesday May 31 6:00 PM - 7:30 PM • NYSSA Conference Center

About This Research Group The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industr...

Interest Group Meetings, Performance & Risk Analytics

Performance & Risk Analytics Research Group Meeting

Wednesday July 12 6:00 PM - 7:30 PM • NYSSA Conference Center

About This Research Group The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industr...

Free for Members, Interest Group Meetings, Performance & Risk Analytics

Performance & Risk Analytics Research Group Meeting

Wednesday August 23 6:00 PM - 7:30 PM • NYSSA Conference Center

About This Research Group The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industr...

Free for Members, Interest Group Meetings, Performance & Risk Analytics

Performance & Risk Analytics Research Group Meeting

Wednesday October 4 6:00 PM - 7:30 PM • NYSSA Conference Center

About This Research Group The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industr...

Free for Members, Interest Group Meetings, Performance & Risk Analytics

Performance & Risk Analytics Research Group Meeting

Wednesday December 6 6:00 PM - 7:30 PM • NYSSA Conference Center

About This Research Group The Performance & Risk Analytics Research Group brings together performance measurement professionals engaged in the asset management industr...

Free for Members, Interest Group Meetings, Performance & Risk Analytics

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.

  
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