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This profile was last updated on 4/1/13  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Alecia L. Licata

Wrong Alecia L. Licata?

External Consultant

Solidaridad
25 Taylor Street
San Francisco, California 94102
United States

Company Description: Solidaridad works on creating sustainable supply chains from the producer to the consumer. This enables producers in developing countries to get a better price for...   more
Background

Employment History

Education

  • BA , business administration with an emphasis in finance
    College of Charleston
27 Total References
Web References
Alecia Licata
www.cfainstitute.org, 19 Oct 2006 [cached]
Alecia Licata
...
Alecia Licata
Director, Investment Performance Standards
...
Ms. Licata holds a BA in business administration with an emphasis in finance from the College of Charleston in South Carolina.
Professional Experience Ms. Licata is director of investment performance standards for the CFA Centre for Financial Market Integrity.The CFA Centre conducts the advocacy and standard-setting efforts of CFA Institute by developing timely, practical solutions to global capital market issues, while advancing investors' interests by promoting the highest standards of ethics and professionalism within the investment community worldwide.
Ms. Licata is responsible for the oversight of all aspects of the investment performance standards of the CFA Centre, which include the Global Investment Performance Standards (GIPS®) and the U.S. and Canadian version of GIPS standards , the AIMR Performance Presentation Standards (AIMR-PPS®), which converged with the GIPS standards in January 2006.These efforts include initiating, directing, supporting, and managing the creation of solutions and alternative practices to improve the comparability and transparency of investment performance information.In addition, Ms. Licata promulgates the positions of the CFA Centre and its volunteer committees and oversees related education and public awareness activities.
Prior to joining CFA Institute in 1999, Ms. Licata was involved in the investment management industry in various positions, including serving as operations manager of an investment management firm.
Professional Activities Ms. Licata is an affiliate member of CFA Virginia.
The Spaulding Group - Management Consultants and Information Providers to the Money Management Industry
www.spauldinggrp.com, 22 April 2008 [cached]
Alecia L. Licata, Association for Investment Management and Research
...
Alecia Licata, CFA Centre for Financial Market Integrity
'Gold' GIPS-R-: Upgrades to Global Investment Performance Standards Proposed
biz.yahoo.com, 12 Feb 2004 [cached]
"In our view, the proposed revisions to the GIPS standards result in improved GIPS standards - a 'gold' standard that promotes the highest quality and most rigorous performance presentation and measurement practices and help eliminate the need for separate standards in different jurisdictions," commented Alecia Licata, vice president of investment performance standards at AIMR.
...
Industry surveys indicate the majority of GIPS-compliant firms already have their claim of compliance verified," said Licata.
AIMR Direct
aimr.nlps.com, 16 Oct 2001 [cached]
Alecia L. Licata is an associate in Professional Standards and Advocacy at AIMR, where she is responsible for developing, promulgating and maintaining the Investment Performance Standards of AIMR®.Her primary roles include developing educational and training products to promote the Standards, managing the global adoption and alignment of country-specific standards to the GIPS® standards, and serving as staff liaison to the various committees by addressing specific issues related to the Standards.Ms. Licata holds a B.A. in business administration with an emphasis in finance from the College of Charleston.
Financial Advisor Magazine
www.financialadvisormagazine.com, 18 Aug 2005 [cached]
"The individual investor, the institutional investor and those that represent investors" all will benefit from the new provisions, said Alecia Licata, director of Investment Performance Standards for the CFA Institute, formerly the Association for Investment Management and Research. Investors will be more confident because they will see performance results that are fairly represented and fully disclosed, and firms will benefit because the guidelines ensure the companies have strong internal controls in place and establish procedures for them to market material and measure performance, she said. Additionally, as an added benefit, Licata said, some investors seek out firms that are compliant, so it may give managers' entrance into more investors' potential screening processes."If a firm isn't compliant, there is potentially a competitive disadvantage," Licata said. So what are some of the new SMA guidelines?For one, all information necessary for a firm's performance presentation must be collected and maintained, all SMA returns must be calculated after deducting trading expenses that are incurred during the period, and the composites used to measure performance must be defined according to similar investment objectives and strategies. Additionally, firms must clearly label returns as gross-of-fees or net-of-fees, and they must disclose the fee schedule that is appropriate to the presentation of an SMA. The new standards aren't really different from the AIMR Performance Presentation Standards that many firms in the U.S. and Canada already have been following.However, the new guidelines directly address some of the idiosyncrasies of SMAs. While performance standards have been around for a long time for other investment products, "SMA products are growing, so it was very natural that we would extend to this area to protect investors to make sure they have comparable data and information that is fairly representative," Licata said. Even though the new standards aren't that much different from what is currently being used, creating them wasn't a piece of cake. "This has been a lengthy process ... to really develop what we believe is a sound set of provisions," Licata said.
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