David Yuska, of CAPS Inc., is Appointed the New Chairman of the USIPC

Share Article

CAPS, Inc., a leader in the GIPS® software market for composite management and reporting, today announced that David Yuska, its Founder and President, was recently appointed Chairman of the CFA Institute United States Investment Performance Committee (USIPC).

The USIPC is a twelve member committee which promotes the adoption and implementation of the Global Investment Performance Standards (GIPS®) throughout the United States as the common method for calculating and presenting investment performance. The Committee also assists the GIPS® Executive Committee by providing input and guidance on the development and refinement of the standards, from a U.S. perspective.

“We are very pleased with David’s appointment as Chairman of the United States Investment Performance Committee. With David’s demonstrated leadership and dedication, the committee is well positioned to continue its strong work and significant contributions to the development and promotion of the GIPS® standards,” said Jonathan Boersma, CFA, and Executive Director of the GIPS® standards at CFA Institute.

David Yuska is a member of CFA Institute and the New York Society of Security Analysts and has been involved in the GIPS® standard setting process for the past 15 years. He recently served as a general member of the USIPC during the past year. David has spent his entire professional career assisting investment management firms of all sizes in the area of investment performance, working as a consultant and then as a verifier for several years before starting CAPS, Inc. in 1996.

About CAPS, Inc.

CAPS, Inc. was established in Boston in 1996 with an exclusive focus on GIPS® composite management and reporting. The unique focus and insight the CAPS software team brings to product development and it’s commitment to addressing the needs of each individual client has led CAPS to become an innovative leader in the GIPS® software market. Our products help firms comply with GIPS®, by providing GIPS verifiers and SEC regulators with relevant compliance reports, and help facilitate composite performance presentations. Today, more than 100 clients ranging from boutique investment firms to some of the largest investment managers in the world have taken advantage of the CAPS composite software to improve composite integrity, automate composite management processes and streamline workflow operations.

If you would like to learn more about CAPS, feel free to contact Tricia Connors at (508) 653.2800 or email Tricia at tconnors(at)capsinc(dot)com.

# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Tricia Connors