Jennifer Barnette

Vice President at The Spaulding Group, Inc.

Jennifer Barnette, CIPM, is a Senior Vice President at The Spaulding Group, Inc. (TSG), a company specializing in investment performance measurement and GIPS verification.1 3 With over 20 years of industry experience, she is an expert in performance analytics and the Global Investment Performance Standards (GIPS).4

Professional Background

Jennifer joined TSG after spending 10 years at Chevy Chase Trust, a high net worth investment firm.2 Her career path includes roles such as:

Managing Director at Chevy Chase Trust
Vice President at Chevy Chase Trust
Equity Analyst at various Wall Street investment banks

Responsibilities at TSG

At The Spaulding Group, Jennifer's primary responsibilities include:

Conducting GIPS and non-GIPS reviews for asset managers and asset owners
Helping clients create meaningful composites
Designing policies and procedures
Identifying solutions for front, middle, and back office scenarios1

Expertise and Contributions

Jennifer is known for her:

Deep knowledge of investment performance measurement and reporting
Particular expertise in GIPS standards
Experience in managing performance measurement, portfolio analytics, and client reporting teams
Background in investment operations and administration of investment systems

She has been invited to speak at industry conferences on topics related to performance, client reporting, and investment operations. Jennifer is also an active volunteer for CFA Institute, supporting the CIPM Program.1

Professional Qualifications

Jennifer holds the CIPM (Certificate in Investment Performance Measurement) designation, which demonstrates her expertise in investment performance evaluation and presentation.1 4