Passed event: Stephen Campisi: Portfolio Management via a Holistic and Efficiency-Driven Decision Process, 17.5.2022
Members and candidates event
date & time & location
17/05/2022 2:00-4:00 pm EEST The Church House, 6th floor
Attendance fee: Free
Join this CFA Society Finland special event featuring a rare international visit from Stephen Campisi on the topic of investment performance measurement.
Stephen Campisi, CFA is Managing Director of The Pensar Group. He provides consulting services to investment management firms and to institutional pension and philanthropic clients. His most recent corporate position was as Head of Institutional Investment Guidance at US Trust/Bank of America, where his ideas reshaped the firm’s approach to investment management, helping them to establish their position of leadership in true goals-based, client-centered investing. For over two decades, he has served as a discretionary portfolio manager for pensions, endowments and foundations, as well as for insurance company bond portfolios.
Mr. Campisi has a long record of success in client-centered investment management, innovation and mentoring. His attitude of service to asset owners was the inspiration for his development of innovative methods of risk management, asset allocation, investment selection and goals-based performance valuation. His numerous publications have helped to advance the body of investment knowledge and his frequent conference appearances reflect his recognition as an industry expert.
Stephen is a past president of the CFA Society of Hartford and a member of the CFA Institute. With his most recent article "Portfolio Management via a Holistic and Efficiency-Driven Decision Process" Stephen won his third Peter Dietz Award from the Institute for Performance and Risk Management, which recently inducted him into their Hall of Fame.
Stephen's presentation will cover his research over the years with focus on his latest award-winning article. It will provide a greater sense of context to asset owners while also providing more technical information, including how traditional fund performance measures change when viewed from within the client's total portfolio.