Guidance Statement for OCIO Portfolios: What you need to know

The CFA Institute recently released the final Guidance Statement for OCIO Portfolios. How does this Guidance Statement impact OCIO firms claiming compliance with the Global Investment Performance Standards (GIPS^®)?

Join us Tuesday, January 7th at 11:00am ET for an insightful webcast when our experts will explore the details of the guidance statement and its implications for OCIO firms. This webcast will equip you with valuable insights to enhance transparency, meet client expectations, and uphold the GIPS standards.

We will discuss:

• Applicability of the Guidance Statement
• Key changes between the draft and final guidance statement
• Required composites
• Additional GIPS report disclosures

Don’t miss this opportunity to stay informed and elevate your compliance framework!

Speakers

• Elena McKee-Dabbs, Director, ACA Group
• Josh Warden, Senior Director, ACA Group
• Scott Ayres, Member of the CFA OCIO Working Group