Jonathan A. Boersma, CFA

is Executive Director of the Global Investment Performance Standards (GIPS®) at the CFA Institute Centre for Financial Market Integrity. Mr. Boersma is responsible for the oversight of all aspects of the GIPS standards. Previously, Mr. Boersma held the position of director of standards of practice at the Centre, where he was responsible for managing and directing the development, promulgation, and maintenance of the CFA Institute Standards of Practice, including the CFA Institute Code of Ethics and Standards of Professional Conduct, Soft Dollar Standards, Trade Management Guidelines, Research Objectivity Standards, and other standards of practice under development. Boersma is a frequent speaker on ethics in the investment industry.

Prior to joining CFA Institute, Mr. Boersma worked in the investment management industry in various positions including assistant portfolio manager, trader, and performance specialist. He has experience in asset allocation, fundamental and quantitative research, risk and performance measurement, investment policy and portfolio strategy development, and investment manager selection. Mr. Boersma is a member of the Certificate in Investment Performance Measurement (CIPM) Association advisory council, The Journal of Performance Measurement advisory board, the advisory board of Investorside Research Association, and the CFA Magazine editorial advisory team. Mr. Boersma holds a Bachelor of Science degree in Economics from the University of Wisconsin.