Webinar Recording: CFA Institute’s Exposure Draft of the Guidance Statement for OCIO Strategies

Watch the replay of Strategic’s Joshua O’Brien, CFA, Ken Robinson, CFA, CIPM from CFA Institute, Philip Edwards from Curcio Webb, and Krista Harvey, CIPM from CFA Institute, as they explain the Exposure Draft of the Guidance Statement for OCIO Strategies. 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.

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

Strategic Investment Group® (“Strategic”) claims compliance with the Global Investment Performance Standards ("GIPS®").  To obtain a fully compliant GIPS report, please contact Nikki Kraus at nkraus@strategicgroup.com.

GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.