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15th Investment Performance Measurement Roundtable

20 November 2024

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15th Investment Performance Measurement Roundtable

The Investment Performance Measurement Committee of CFA Society Netherlands organizes the 15th Round Table for Investment Performance Measurement. Themes of this year’s round table include the impact of the new pension contract on performance measurement for both FPR and SPR, ESG/Impact Investing measurement and the latest insights on the GIPS standards. We have several presentations and plenty of room to interact and network with fellow performance analysts, vendors and consultants or anyone else who has interest in the performance measurement space.

LOCATION AND TIME

This event will be held in the Rosarium, Amsterdam

**13:30 – 14:00**  
Arrival  

**14:00 – 14:15**  
Opening & updates:  
- Update from the committee  
- Brief update on GIPS  
- Retrospective: 15 years of the round table  
(Speaker: Casper Lötgerink)  

**14:15 – 14:50**  
*Design investment reporting under WTP in co-creation with users*  
(Speaker: Achmea IM – Arjan Huijsen)  

**14:50 – 15:20**  
*Return allocation in the solidarity premium scheme – Thoughts of Philips Pension Fund*  
(Speaker: Philips – Ivo Smits)  

**15:20 – 15:50**  
Break  

**15:50 – 16:35**  
*Developing performance analysis for Responsible & Impact Investing*  
(Speakers: Ortec – Bas Leerink and Sam Radford)  

**16:35 – 16:50**  
Update on developments in the Z-score  
(Speakers: Eric de Rouw (APG) and Kasia van ’t Hull-Sienkiewicz (PGGM))  

**16:50 – 17:20**  
Discussions and statements  
(Speaker: Eric de Rouw)  

**17:20 – 18:00**  
Closing drinks at Rosarium  

PRICE

  • Free for members of CFA Society Netherlands and CIPM
  • Regular tickets & Candidates: €50

PROGRAM

Main themes are the impact of the new pension contract on performance measurement, investment reporting for both the FPR and SPR, Responsible & Impact Investing analysis and the latest insights on the GIPS standards. Including the development of a Performance analysis method for Responsible & impact investing by Bas Leerink (Ortec) and Sam Radford (Ortec), the impact of Wtp on performance measurement and investment reporting by Arjan Huijsen (Achmea IM) and the thoughts of Philips for the allocation of returns in the solidarity premium scheme by Ivo Smits (Philips). And of course an update from the committee by their chairman Casper Lötgerink. Afterwards there will be networking drinks.

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Registration closed on 20 November 2024 at 13:57
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