Carl Bacon

Carl Bacon (born 1962), is a founding member of GIPS, having forged a successful career in the asset management industry. He was Vice President Head of Performance at JP Morgan Investment Management Inc. (Europe), he worked at F&C Investment Management Ltd. as Director of Risk Control and Performance, and before was Head of Performance for Royal Insurance Asset Management, which following a merger became Royal & SunAlliance.cite web | title=About Us @ RoyalSun.com | url=http://www.royalsun.com/royalsun/aboutus/history.jsp?link=3&sub=47 | accessdate=September 17 | accessyear=2007]

In addition to GIPS, Carl was part of the establishment of the Investment Performance Council (IPC)cite web | title=IPC Members @ CFAPubs.org | url=http://www.cfapubs.org/doi/pdf/10.2469/ccb.v2005.n5.4002?prevSearch=%24%7BresultBean.text%7D | accessdate=October 10 | accessyear=2007] that was set up in 1999cite web | title="AIMR Establishes the Investment Performance Council to Coordinate Global Performance Presentation Standards" CFA Press Release | url=http://www.cfainstitute.org/aboutus/press/release/99releases/ipc.html | accessdate=October 10 | accessyear=2007] as a think tank for performance measurement.cite web | title=Global Investment Performance Fact Sheet @ CFAInstitute.org | url=http://www.cfainstitute.org/aboutus/press/release/98releases/gips.html | accessdate=September 15 | accessyear=2007] This Council replaced the Global Investment Performance Standards Committee. The IPC recently became the Executive Committee,cite web | title=Investment Performance Standards info @ CFAInstitute.org | url=http://www.cfainstitute.org/centre/ips/ | accessdate=October 8 | accessyear=2007] cite web | title=GIPS Executive Committee Governance Page @ GIPSStandards.org | url=http://www.gipsstandards.org/governance/ | accessdate=October 9 | accessyear=2007] which continues the IPC's aims to support and encourage the application and expansion of GIPS, which came into effect in January 2000.cite web | title="Getting to Grips with GIPS" @ CrownAgents.co.uk | url=http://www.crownagents.co.uk/uploads/public/documents/services/CAIM/GIPS%20(Global%20Investment%20Performance%20Standards).pdf | accessdate=September 15 | accessyear=2007]

Carl Bacon is currently Chairman of the StatPro Group, an executive committee member of [http://www.investment-performance.com/ Investment-Performance.com] and an Associate Tutor for financial services training company [http://www.7city.com/index.php?country=uk 7city Learning] (part of the 7city Group) in the Performance Measurement category, running courses such as "Advanced Attribution", "Advanced Performance", "GIPS" and "An Introduction to Performance Measurement".cite web | title=Course Catalogue @ 7city.com | url=http://www.7city.com/catalogue.php? | accessdate=October 9 | accessyear=2007] He also runs his own consultancy business providing advice to asset managers on various risk and performance measurement issues.cite web | title=Carl Bacon Biography @ StatPro.com | url=http://www.statpro.com/executives_carl_bacon.asp | accessdate=September 17 | accessyear=2007]

Academic writing

* Carl Bacon "Practical Portfolio Performance Measurement and Attribution", (London, [http://www.wiley.com John Wiley & Sons] . September 2004) ISBN 978-0-470-85679-6. 2nd Edition May 2008 ISBN 978-0470059289
** [http://media.wiley.com/product_data/excerpt/93/04708567/0470856793.pdf Read an Excerpt: from Wiley & Sons Publishers]
** [http://www.statpro.com/books/downloads/carl_bacon_extract.pdf Read the Introduction: from StatPro.com] Carl Bacon "Advanced Portfolio Attribution Analysis" Risk Books 2007 ISBN 978-1-904339-93-9
* Major Contributors: Carl Bacon, Dr Andrew Colin, Laurence Wormald "Portfolio Analysis - Advanced topics in performance measurement, risk and attribution" Editor: Timothy P. Ryan. (London, [http://www.riskbooks.com Risk Books] . 2006) ISBN 1904339824.

References

External links

* [http://www.statpro.com/executives_carl_bacon.asp Carl Bacon Biography @ StatPro.com]
* [http://www.cfainstitute.org/centre/ips/ Investment Performance Standards Information & History from the CFA Institute Centre]
* [http://www.gipsstandards.org/ GIPS website]
* [http://www.napf.co.uk/DocumentArchive/Policy/UKIPC/UKIPC%20Constitution%202006.pdf UK Investment Performance Committee (UKIPC)]
* [http://www.statpro.com/books/practical_portfolio_performance_attribution.asp Practical Portfolio Performance Measurement and Attribution @ StatPro.com]
* [http://eu.wiley.com/WileyCDA/WileyTitle/productCd-0470856793.html Practical Portfolio Performance Measurement and Attribution @ Wiley & Sons Publishers]
** [http://media.wiley.com/product_data/excerpt/93/04708567/0470856793.pdf Read an Excerpt: from Wiley & Sons Publishers]
** [http://www.statpro.com/books/downloads/carl_bacon_extract.pdf Read the Introduction: from StatPro.com]