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About Group
The Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It's diverse membership consists of, but is not limited to, practitioners from asset management firms, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. If you would like to participate in this group, or attend industry events and networking opportunities, you can also join our LinkedIn Group.
Join GroupCo-Chair: Steven J. Lerit, CFA
Co-Chair: Allen Xiao, CFA, CPA, FCSI
Immediate Past Chair: Jed Schneider, CIPM, FRM
Join the CFANY PERFORMANCE & RISK ANALYTICS RESEARCH GROUP on LinkedIn. NOTE: Group discussion forums are for the sole purpose of facilitating communication among members. Please do not use them to promote your own products, services, or business including publications, websites, and blogs. The views expressed by the members of the LinkedIn Groups do not necessarily represent or reflect the views of CFANY.
CIPM Level II Virtual Training Course
CFA Society of New York is acting as administrative coordinator for an 8-week live, all-virtual, complimentary program designed to supplement candidates’ self-study for the Level 2 CIPM exam. This program is not a replacement for the mastery of the CIPM material through self-study necessary for success on the CIPM exam and is being offered as a free service to CIPM exam candidates.
John Matsikas, CFA, CIPM, has 23 years of investment industry experience, 18 of which have been in an Investment Performance Measurement role. He currently leads the Investment Performance & Portfolio Analytics Reporting Group of Voya Investment Management, responsible for the reporting of total return, performance attribution, and returns-based statistics for the external client business. Previous to that, he was a Business Systems Analyst for various front, middle, & back-office functions. John holds a B.S in Finance from the University of Connecticut, an M.S. in Finance from Rensselaer Polytechnic Institute, and holds both the CIPM & CFA designations.
Allen is the Deputy Chief Risk Officer for Amundi US. Previously, Allen was the North American regional Head of Risk for Aviva Investors, the asset management arm of Aviva Plc in the UK. Allen is a member of CFA Institute ESG Verification Subcommittee an d CFA Society New York Performance and Risk Analytics Group. He sits on the Steering Committee of GARP Chicago Chapter as well as the Advisory Council of Fellow of Canadian Securities Institute. Allen started his career in 2007 and has extensive experien ce in risk management for buy – side asset management firm. He is a CFA charter holder and a CPA in the State of Illinois. Allen received Bachelor of Management degree from Northwestern Polytechnical University in China, completed his MBA at Willamette Uni versity with honor in 2007, and is currently pursuing his EMBA at University of Oxford as a recipient of Director’s Scholarship.
