The Canadian Investment Performance Council (CIPC) of CFA Societies Canada is pleased to host an in-person forum, sposored by Rimes, exploring how data management and organization are reshaping the foundation for investment performance measurement and analytics. The discussion will examine how firms bring internal and external data together, establish ownership and governance, and build the data quality needed for dependable performance insights.

Grounded in practical implementation experience, the forum will explore evolving architecture choices, including data lakes and lakehouses, and their implications for performance measurement, attribution, risk, valuation and reporting.

Committee-led discussion, practitioner perspectives and audience questions will connect these foundations with the opportunities and demands of analytics, automation and AI. The event will feature brief introductory perspectives followed by a moderated panel discussion and audience Q&A. The forum will operate under the Chatham House Rule to encourage candid dialogue and the exchange of practical insights.

Topics Include 

• Data lakes, lakehouses and the choices facing investment organizations.
• Integrating internal and external sources, including public and private market data.
• Data ownership, quality, governance and organizational readiness.
• Applying a common data foundation to performance, risk, valuation and reporting.
• Implementation experience and foundations for analytics, automation and AI.

Who Should Attend

This event will be relevant to performance measurement and attribution professionals, operations, data and technology teams; risk and valuation specialists; and other functional leaders from asset owners, investment managers, custodians and service providers.

CFA Institute Professional Learning (PL) Credit Information

Eligible for 2 CFA Institute PL credit.