Todd Jankowski, CFA

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Todd Jankowski, CFA, is head of the Certificate in Investment Performance Measurement (CIPM) program. He oversees all CIPM program activities, with emphasis on advancing ethical standards and best practices in investment performance evaluation and presentation activities. Before taking the position with CFA Institute, he spent 12 years at Northwestern Mutual and most recently he was head of investment research in the wealth management division, where he had earlier held investment management positions in the institutional private placement and retail advisory divisions. He previously worked as senior financial analyst for Helling Realty & Investment Company and as an internal revenue agent with the U.S. federal tax authority. Mr. Jankowski previously served as a member of the GIPS Investment Performance Council, on the CFA Program Candidate Curriculum Committee Working Body, as a CFA examination grader, and in various executive-level board positions for the CFA Society of Milwaukee. He earned a BBA with a major in accounting and a minor in chemistry from the University of Wisconsin–Oshkosh and an MBA from the University of Wisconsin–Milwaukee. He also holds a certificate in distance education from Indiana University. Topical Expertise: Performance Measurement

Take 15 Series: Selecting and Implementing a Fixed-Income Attribution System

Performance attribution has become a standard requirement for institutional clients. This episode discusses practical issues selecting and implementing a fixed-income attribution system. The method requires a great deal of data and high-quality data management systems, but it could be the basis for a standard method of performance attribution in the fixed-income market. Read more

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