Volunteer Opportunity Details

Please read prior to submission - your application will require you to acknowledge you have read and agree to abide by the CFA Institute Conflict of Interest Policy and the CFA Institute Volunteer Handbook:

CFA Institute Conflict of Interest Policy.

CFA Institute Volunteer and Non-Staff Handbook.

Please note: Your progress cannot be saved while completing this application. Please dedicate 15 to 30 minutes to complete the application in its entirety. Thank you!

You may use this Word version of the application to prepare your responses before entering on this site, if you need the ability to start and save a version. This Word version is NOT the submitted application - you will still need to transfer your responses to the application form and submit to be considered. [Download Word Version]

Volunteer Objective:

• Members are responsible for the development of content specific to asset owners as identified and/or directed by the GIPS Standards Technical Committee.

Work Location and Time Commitment:

• The time commitment for this role is quarterly conference calls or more frequently as needed, with significant time for document review and conference call preparation. CFA Institute members can earn Professional Learning (PL) Credit Hours for volunteer service on this committee (i.e., 1 CE hour per call, including up to 2 SER hours per year).

Volunteer Roles and Responsibilities:

• The GIPS Standards Asset Owner Subcommittee is responsible for the development of content specific to asset owners as identified and/or directed by the GIPS Standards Technical Committee. This subcommittee will discuss asset owner issues and needs and provide feedback on proposals affecting asset owners. Members will assist with outreach opportunities as needed.
  

Volunteer Experience and Requirements:

• GIPS Standards Asset Owner Subcommittee members should have experience with asset owners and the GIPS standards. Applicants should have experience with pension funds, sovereign wealth funds, foundations, endowments, insurance companies, family offices, and/or consulting to these organizations. Please note that you are required to submit your resume or CV with your application.

#GIPS