CFA Institute: Let’s Find Out How to Measure OCIO Performance

Outsourced CIOs are a fast-growing part of the financial world, enabling asset allocators to farm out investment management. But how can institutions gauge the track records of OCIOs, a disparate group with wide-ranging approaches to investing?

the CFA Institute has put together a 15-member working group to create a GIPS version that can assess how OCIOs perform. The panel is to start in September and deliver a framework in early 2023.

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