Webinar: CFA Institute’s GIPS® Standards Proposed Guidance for OCIO Strategies

OCIO Oversight
Fiduciary Resources
September 28, 2023

Replay and slides from CFA Institute’s Webinar on the Exposure Draft of the Guidance Statement for OCIO Strategies Now Available! This proposed Guidance Statement addresses how to apply the Global Investment Performance Standards (GIPS®) to OCIO portfolios, including the use of a required OCIO composite structure, treatment of legacy assets, and fee transparency.

GIPS® is a registered trademark of CFA Institute.

Click here to watch the recording. 
Click here for the slides.
Click here to read the Exposure Draft.