Carl Bacon

From Wikipedia, the free encyclopedia

Carl Bacon (born 1962), is a founder member of GIPS, having forged a successful career in the asset management industry. He was Vice President Head of Performance at JP Morgan Investment Management Inc. (Europe), he worked at F&C Investment Management Ltd. as Director of Risk Control and Performance, and before was Head of Performance for Royal Insurance Asset Management, which following a merger became Royal & SunAlliance.[1]

In addition to GIPS, Carl was part of the establishment of the Investment Performance Council (IPC)[2] that was set up in 1999[3] as a think tank for performance measurement.[4] This Council replaced the Global Investment Performance Standards Committee. The IPC recently became the Executive Committee,[5][6] which continues the IPC's aims to support and encourage the application and expansion of GIPS, which came into effect in January 2000.[7]

Carl Bacon is currently Chairman of the StatPro Group, an executive committee member of Investment-Performance.com and an Associate Tutor for financial services training company 7city Learning (part of the 7city Group) in the Performance Measurement category, running courses such as Advanced Attribution, Advanced Performance, GIPS and An Introduction to Performance Measurement.[8] He also runs his own consultancy business providing advice to asset managers on various risk and performance measurement issues.[9]

[edit] Academic writing

Carl Bacon "Advanced Portfolio Attribution Analysis" Risk Books 2007 ISBN 978-1-904339-93-9

  • Major Contributors: Carl Bacon, Dr Andrew Colin, Laurence Wormald "Portfolio Analysis - Advanced topics in performance measurement, risk and attribution" Editor: Timothy P. Ryan. (London, Risk Books. 2006) ISBN 1904339824.

[edit] References

  1. ^ About Us @ RoyalSun.com. Retrieved on September 17, 2007.
  2. ^ IPC Members @ CFAPubs.org. Retrieved on October 10, 2007.
  3. ^ "AIMR Establishes the Investment Performance Council to Coordinate Global Performance Presentation Standards" CFA Press Release. Retrieved on October 10, 2007.
  4. ^ Global Investment Performance Fact Sheet @ CFAInstitute.org. Retrieved on September 15, 2007.
  5. ^ Investment Performance Standards info @ CFAInstitute.org. Retrieved on October 8, 2007.
  6. ^ GIPS Executive Committee Governance Page @ GIPSStandards.org. Retrieved on October 9, 2007.
  7. ^ "Getting to Grips with GIPS" @ CrownAgents.co.uk. Retrieved on September 15, 2007.
  8. ^ Course Catalogue @ 7city.com. Retrieved on October 9, 2007.
  9. ^ Carl Bacon Biography @ StatPro.com. Retrieved on September 17, 2007.

[edit] External links