Krista Harvey serves as a Director at CFA Institute, where she leverages her extensive expertise in investment performance and operations to drive strategic initiatives that enhance the organization’s global standards. With a robust background in portfolio accounting, corporate actions, and risk analytics, Krista is recognized...
Krista Harvey serves as a Director at CFA Institute, where she leverages her extensive expertise in investment performance and operations to drive strategic initiatives that enhance the organization’s global standards. With a robust background in portfolio accounting, corporate actions, and risk analytics, Krista is recognized as a thought leader in the investment management field. Her current role involves establishing comprehensive global guidance on critical topics such as investment performance, which is essential for ensuring transparency and consistency across various asset classes, including equities, fixed income, and derivatives.
Krista is at the forefront of several key projects that address evolving regulatory requirements and industry best practices. Notably, she is managing technical projects related to the SEC Marketing Rule, which aims to standardize net return calculations and enhance risk reporting. Her work on Outsourced Chief Investment Officer performance reporting standards and model delivery reflects her commitment to improving operational efficiency and accuracy in performance measurement. Additionally, Krista is pioneering methodologies for calculating after-tax returns for direct indexing products and private fund metrics such as Internal Rate of Return (IRR) and Multiple on Invested Capital (MOIC), which are critical for investors seeking to optimize their portfolios.
Her technical acumen is complemented by her skills in IT escalation, test execution, and business process optimization, enabling her to effectively oversee complex projects and ensure successful implementation. Krista’s ability to synthesize data and provide actionable insights makes her an invaluable asset to CFA Institute, as she continues to shape the future of investment performance standards in an ever-evolving financial landscape.
