Common pitfalls in investment performance reporting

Thursday 27 March 2025 | 17:00 - 18:00 | Webinar

This event has been organised by the CFA UK’s Performance And Risk Analysis Special Interest Group and the Technology and Innovation Community.

Are you struggling to present performance and risk metrics effectively?

Investment performance assessment relies on the robustness of the numbers presented, and the approach used can have an impact on the outcomes. Both presenters and reviewers, including executive committees and board members, need to be aware of these choices.

Join Sean Gilligan and Cameron Payseno as they share actionable insights to ensure accuracy and integrity in your reporting.

In this session, you will learn:

• How to address some of the common issues that arise when reporting performance, and the pros and cons of different approaches.
• Key differences in reported performance and risk metrics, based on the approaches used.
• Practical lessons from performance and risk reporting specialists.

Registration: 16:55
Event: 17:00 - 18:00

Speakers:

Sean Gilligan, CIPM, CFA, CPA – Managing Partner

Sean has 24 years of experience in the investment industry with 18 of these years focused on GIPS and investment performance. Prior to founding Longs Peak, Sean was a partner with Ashland Partners (now part of ACA Compliance Group) which specializes in GIPS verifications where he oversaw the firm's verifications in the US, Asia, and the Middle East. Sean is passionate about helping firms understand complex topics and strives to make GIPS & investment performance easy for everyone in the investment community to understand. In his free time, Sean enjoys spending time outside hiking and skiing with his wife and four young kids.

Cameron Payseno, CIPM - Manager

Cameron joined Longs Peak in 2018 after graduating from the University of Colorado as an Evans Scholar. He excels at helping firms build composites for the first time and takes pride in training our firm's newest associates on GIPS and investment performance. Beyond his professional life, Cameron finds joy in golfing, weightlifting, and playing video games with friends, maintaining a balanced lifestyle that fuels his passion for both career success and personal connections. Cameron is currently pursuing his MBA through Colorado State University.

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