--- title: Performance Measurement & Client Reporting Content | GIPS description: GIPS | Speakers and sponsors of the 2025 FTF Performance Measurement & Client Reporting event write about current trends and initiatives. --- [Skip to content](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips#main-content) [![ftf-logo](https://blog.ftfnews.com/hs-fs/hubfs/ftf-logo.jpg?width=184&height=85&name=ftf-logo.jpg "ftf-logo")](https://www.ftfnews.com/) - [Home](https://pages.ftfnews.com/event-homepage-pmcr-2027) - [PMCR New York](https://pages.ftfnews.com/pmcr-2027-new-york) - [PMCR London](https://pages.ftfnews.com/event-homepage-pmcr-2027-get-notified) - Program - [Event Agenda - NYC](https://pages.ftfnews.com/pmcr-2027-agenda) - [Event Agenda - London](https://pages.ftfnews.com/agenda-pmcr-2027-london) - [Speak For Us - NYC](https://pages.ftfnews.com/speak-for-us-at-pmcr) - [Speak for Us - London](https://pages.ftfnews.com/speak-for-us-at-pmcr-london) - Sponsors - [Become a Sponsor - NYC](https://pages.ftfnews.com/pmcr-2027-become-a-sponsor) - [Become a Sponsor - London](https://pages.ftfnews.com/pmcr-2027-become-a-sponsor-london) - [Content Hub](https://blog.ftfnews.com/performance-measurement-client-reporting-content) - Contact Us - [Contact Us - New York](https://pages.ftfnews.com/contact-us-pmcr-new-york) - [Contact Us - London](https://pages.ftfnews.com/contact-us-pmcr-london) [REGISTER NOW AT THE PRE-AGENDA RATE!](https://pages.ftfnews.com/event-registration-2026) ![PMCR 2026 website header\_content hub](https://blog.ftfnews.com/hs-fs/hubfs/PMCR%202026%20website%20header_content%20hub.jpg?width=2000&height=312&name=PMCR%202026%20website%20header_content%20hub.jpg "PMCR 2026 website header_content hub") Get Ready for PMCR with the Content Hub! Explore insightful blogs, articles, podcasts, and videos from our expert speakers, sponsors, and guest contributors—all designed to help you prep for the conversations ahead. Be sure to check back often for updates or sign-up for the PMCR event mailing list. Don't forget to visit us again after the event for even more valuable content! [![](https://blog.ftfnews.com/hubfs/%E2%80%98No%20Two%20Days%20Are%20the%20Same%E2%80%99.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/no-two-days-are-the-same) [Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Portfolio Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/portfolio-management), [Compliance](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/compliance), [Data Governance](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/data-governance), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [GIPS](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips), [Marketing](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/marketing), [Ops Automation](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation), [PMCR](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/pmcr), [Client Services](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-services) ## [‘No Two Days Are the Same’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/no-two-days-are-the-same) ![Picture of George Findlay, CIPM, Assistant Vice President, GIPS® Compliance & Performance Oversight, State Street Investment Management](https://blog.ftfnews.com/hs-fs/hubfs/George%20Findlay%20headshot.jpg?width=50&name=George%20Findlay%20headshot.jpg) [George Findlay, CIPM, Assistant Vice President, GIPS® Compliance & Performance Oversight, State Street Investment Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/george-findlay-cipm-assistant-vice-president-gips-compliance-performance-oversight-state-street-investment-management) Mon, Feb 23, 2026 George Findlay, a GIPS compliance overseer at State Street Investment Management, is looking forward... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/no-two-days-are-the-same) [![](https://blog.ftfnews.com/hubfs/%E2%80%98Be%20Comfortable%20with%20Being%20Uncomfortable%E2%80%99.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/be-comfortable-with-being-uncomfortable) [Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Data Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/data-management), [Performance Attribution](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-attribution), [Performance Analytics](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-analytics), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [GIPS](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips), [Ops Automation](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation), [PMCR](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/pmcr), [Client Services](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-services) ## [‘Be Comfortable with Being Uncomfortable’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/be-comfortable-with-being-uncomfortable) ![Picture of Jon Gaspar, CFA, CIPM, Managing Director, Performance Measurement and Attribution, SLC Management](https://blog.ftfnews.com/hs-fs/hubfs/Jon%20Gaspar_headshot.png?width=50&name=Jon%20Gaspar_headshot.png) [Jon Gaspar, CFA, CIPM, Managing Director, Performance Measurement and Attribution, SLC Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/jon-gaspar-cfa-cipm-managing-director-performance-measurement-and-attribution-slc-management) Tue, Jan 20, 2026 Jon Gaspar, a managing director at SLC Management, shares the best piece of advice he ever got and o... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/be-comfortable-with-being-uncomfortable) [![](https://blog.ftfnews.com/hubfs/%E2%80%98Don%E2%80%99t%20Be%20Afraid%20to%20Automate%20Yourself%20Out%20of%20a%20Job%E2%80%99.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/dont-be-afraid-to-automate-yourself-out-of-a-job) [Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Data Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/data-management), [Performance Analytics](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-analytics), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [GIPS](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips), [Ops Automation](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation), [PMCR](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/pmcr), [Client Services](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-services) ## [‘Don’t Be Afraid to Automate Yourself Out of a Job’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/dont-be-afraid-to-automate-yourself-out-of-a-job) ![Picture of Dan Whitley, CIPM, Head of Product Data and Information, Lord, Abbett & Co.](https://blog.ftfnews.com/hs-fs/hubfs/Whitley_Daniel_P._0001_linkedIn.jpg?width=50&name=Whitley_Daniel_P._0001_linkedIn.jpg) [Dan Whitley, CIPM, Head of Product Data and Information, Lord, Abbett & Co.](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/dan-whitley-cipm-head-of-product-data-and-information-lord-abbett-co) Tue, Jan 13, 2026 Dan Whitley at Lord, Abbett & Co. says he prefers to work with people who have the ingenuity to tack... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/dont-be-afraid-to-automate-yourself-out-of-a-job) [![](https://blog.ftfnews.com/hubfs/Joe%20Kavanagh%20Talk%20in%2030%20Blog%20Image%20-%20PMCR%202025_Compressed.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/30-second-panel-recap-with-joe-kavanaugh) [Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Data Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/data-management), [Performance Analytics](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-analytics), [FINRA](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/finra), [SEC Marketing Rule](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/sec-marketing-rule), [GIPS](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips), [Mentorship](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/mentorship), [Career Growth](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/career-growth), [PMCR](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/pmcr), [Panel Recap](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/panel-recap) ## [30 Second Panel Recap with Joe Kavanagh: GIPS, FINRA, and the Marketing Rule](https://blog.ftfnews.com/performance-measurement-client-reporting-content/30-second-panel-recap-with-joe-kavanaugh) ![Picture of Joe Kavanagh, Head of Performance Measurement & Risk Analysis, KBI Global Investors](https://blog.ftfnews.com/hs-fs/hubfs/Joe%20Kavanagh%202024.jpg?width=50&name=Joe%20Kavanagh%202024.jpg) [Joe Kavanagh, Head of Performance Measurement & Risk Analysis, KBI Global Investors](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/joe-kavanagh) Fri, Oct 3, 2025 [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/30-second-panel-recap-with-joe-kavanaugh) [![](https://blog.ftfnews.com/hubfs/Blog%20Images%20(1600%20x%202400%20px).jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/gips-compliance-comes-to-outsourced-cio-providers) [Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Data Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/data-management), [Performance Analytics](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-analytics), [GIPS News](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips-news), [Regulatory Compliance](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/regulatory-compliance), [securities operations](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/securities-operations), [GIPS](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips) ## [GIPS Compliance Comes to Outsourced CIO Providers](https://blog.ftfnews.com/performance-measurement-client-reporting-content/gips-compliance-comes-to-outsourced-cio-providers) ![Picture of Eugene Grygo, Chief Content Officer, FTF News](https://blog.ftfnews.com/hs-fs/hubfs/Minding%20the%20Gap%20260x260-1.jpg?width=50&name=Minding%20the%20Gap%20260x260-1.jpg) [Eugene Grygo, Chief Content Officer, FTF News](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/eugene-grygo-chief-content-officer-ftf-news) Wed, Oct 1, 2025 The world of Outsourced Chief Investment Officers (OCIOs) is about to change as the CFA Institute's ... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/gips-compliance-comes-to-outsourced-cio-providers) [![](https://blog.ftfnews.com/hubfs/GettyImages-1956868361.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/bridging-performance-reporting-risk-0) [Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Compliance](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/compliance), [SEC Marketing Rule](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/sec-marketing-rule), [GIPS](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips) ## [Q&A: SEC Marketing Rule Remains a Hot Topic](https://blog.ftfnews.com/performance-measurement-client-reporting-content/bridging-performance-reporting-risk-0) ![Picture of Mike Kendall, Director, Solutions Management, Investment Management Market](https://blog.ftfnews.com/hs-fs/hubfs/MikeK2.jpg?width=50&name=MikeK2.jpg) [Mike Kendall, Director, Solutions Management, Investment Management Market](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/mike-kendall-director-solutions-management-investment-management-market) Mon, Feb 24, 2025 More than two years into the enforcement of the SEC Marketing Rule, firms are continuing to adapt to... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/bridging-performance-reporting-risk-0) [![](https://blog.ftfnews.com/hubfs/GettyImages-821471878.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/gips-governance-and-performance-measurement) [Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [GIPS](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips) ## [FTF Exchange Podcast: GIPS Governance and Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/gips-governance-and-performance-measurement) ![Picture of Joe Kavanagh, Head of Performance Measurement & Risk Analysis, KBI Global Investors](https://blog.ftfnews.com/hs-fs/hubfs/Joe%20Kavanagh%202024.jpg?width=50&name=Joe%20Kavanagh%202024.jpg) [Joe Kavanagh, Head of Performance Measurement & Risk Analysis, KBI Global Investors](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/joe-kavanagh) Wed, Jan 22, 2025 In this episode, Nick Holland speaks with Joe Kavanagh, Head of Performance Measurement and Risk Ana... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/gips-governance-and-performance-measurement) [![](https://blog.ftfnews.com/hubfs/susan-agbenoto-pmcr-content-hub.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/navigating-ai-skills-shifts-and-reporting-challenges) [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [GIPS](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips) ## [Navigating A.I., Skills Shifts, and Reporting Challenges](https://blog.ftfnews.com/performance-measurement-client-reporting-content/navigating-ai-skills-shifts-and-reporting-challenges) ![Picture of Susan Agbenoto, Principal and CEO of Saben Consulting; Independent Consultant](https://blog.ftfnews.com/hs-fs/hubfs/Susan%20Agbenoto-1.jpeg?width=50&name=Susan%20Agbenoto-1.jpeg) [Susan Agbenoto, Principal and CEO of Saben Consulting; Independent Consultant](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/susan-agbenoto) Mon, Oct 21, 2024 In a recent interview with Nick Holland, FTF’s Director of Events and Content Strategy, Susan Agbeno... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/navigating-ai-skills-shifts-and-reporting-challenges) [![](https://blog.ftfnews.com/hubfs/FactSet%20Andrew%20Video%20Interview%20(1).png)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-teams-need-better-communications-with-ops) [Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Performance Attribution](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-attribution), [GIPS](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips) ## [VIDEO: Performance Teams Need Better Communications with Ops](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-teams-need-better-communications-with-ops) ![Picture of Kamelia Dari, CFA, CIPM, head of performance analytics and reporting, Panagram](https://blog.ftfnews.com/hs-fs/hubfs/Kamelia%20Dari.jpg?width=50&name=Kamelia%20Dari.jpg) [Kamelia Dari, CFA, CIPM, head of performance analytics and reporting, Panagram](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/kamelia-dari-cfa-cipm-head-of-performance-analytics-and-reporting-panagram) Tue, Jul 30, 2024 [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-teams-need-better-communications-with-ops) [![](https://blog.ftfnews.com/hubfs/FactSet%20Andrew%20Video%20Interview.png)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/intense-ops-spur-demand-for-managed-services) [Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Data Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/data-management), [Performance Attribution](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-attribution), [GIPS](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips), [managed services](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/managed-services) ## [VIDEO: Intense Ops Spur Demand for Managed Services](https://blog.ftfnews.com/performance-measurement-client-reporting-content/intense-ops-spur-demand-for-managed-services) ![Picture of Andrew Manickas, vice president, director, managed services, FactSet](https://blog.ftfnews.com/hs-fs/hubfs/A.Manickas%20headshot-1.jpg?width=50&name=A.Manickas%20headshot-1.jpg) [Andrew Manickas, vice president, director, managed services, FactSet](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/andrew-manickas-vice-president-director-managed-services-factset) Tue, Jul 30, 2024 [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/intense-ops-spur-demand-for-managed-services) ## Check Back Regularly For More Pre-Event Content Stay tuned for more engaging blog posts by our esteemed event speakers as we count down to the conference on February 29, 2024. Click to Be Notified on All Event Updates - [Privacy policy](https://www.ftfnews.com/privacy/) - [Terms and conditions](https://www.ftfnews.com/terms/) [facebook-f icon](https://www.facebook.com/FinancialTechnologiesForum/) [linkedin-in icon](https://www.linkedin.com/company/financial-technologies-forum) [Twitter icon](https://twitter.com/FTFnews) [instagram icon](https://www.instagram.com/ftf_news/) ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://blog.ftfnews.com/media-transcripts/166980907539/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://39616650.fs1.hubspotusercontent-na1.net/hubfs/39616650/Andrew%20Manickas%20FactSet%203.mp4", "dateModified" : "2026-01-12T16:56:57.921Z", "duration" : "PT5M23.59S", "height" : 540, "name" : "Andrew Manickas FactSet 3", "thumbnailUrl" : "https://pages.ftfnews.com/hubfs/Andrew%20Manickas%20FactSet%203.mp4/medium.jpg", "uploadDate" : "2024-05-09T20:58:05.031Z", "width" : 960 } ```