OCIO Industry Needs to Adopt GIPS

OCIO Selection
|
Industry Resources
Tags:
GIPS
,
Performance Reporting
Author:
David Spaulding - P&I
| November 05, 2020
Share

The OCIO market is one of those segments of the investment world that is seeing a significant increase in growth. Not only are managers that were created solely as OCIOs finding new opportunities, more traditional managers, including large fund complexes, are also being drawn into this market. And so, the question understandably arises: how to evaluate performance.

Valter Viola's recent commentary, "Proper ways to evaluate performance of a potential OCIO," provided an analytical assessment of some of the challenges that lie in this space, as well as helpful evaluation metrics. One area we see increased interest was overlooked: requiring compliance with the Global Investment Performance Standards.

Read More

Subscription to P&I may be needed to access this article.