Trends in the Application of the Guidance Statement for OCIO Portfolios: How Are OCIO Firms Applying this New Policy?
OCIO firms are grappling with how to navigate the new Global Investment Performance Standards (GIPS®) requirements set out in the CFA’s new Guidance Statement for OCIO Portfolios.
Join us on Tuesday, 25 February 2025 at 12:00pm EST to learn how OCIO firms are planning to implement the CFA’s new requirements within their firms and in their marketing materials.
In this webcast, our experts will explore the application of the guidance statement, what search consultants are expecting, and how OCIO firms are meeting those expectations. This webcast will equip you with valuable insights regarding how your peers are planning to uphold the Guidance Statement for OCIO Portfolios effective for performance shown through December 31, 2025.
We will discuss:
- Legacy asset policy application
- Fee disclosures
- Marketing policies for required composites and other composites
- Data needed for additional GIPS report disclosures
Speakers
- Elena McKee-Dabbs, Director, ACA Group
- Josh Warden, Senior Director, ACA Group
- Brad Alford, Founder of Alpha Capital Management
- Philip Edwards, Principal, Curcio Webb
Who should attend?
This webcast is essential for OCIO firms, asset owners, and search consultants.