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

Sep 26, 2023 | News

On Thursday, September 28th at 1:00 p.m. ET, Strategic’s Joshua O’Brien, CFA, will join Ken Robinson, CFA, CIPM from CFA Institute, Philip Edwards from Curcio Webb, and Krista Harvey, CIPM from CFA Institute on a webinar where they will discuss the Exposure Draft of the Guidance Statement for OCIO Strategies. This proposed Guidance Statement addresses how to apply the GIPS® standards to OCIO portfolios, including the use of a required OCIO composite structure, treatment of legacy assets, and fee transparency.

In this webinar, they will explain what an OCIO strategy is, why it was needed, and the key decisions made. Please register to learn more.

Click here to register.
Click here to read the Exposure Draft.

GIPS® is a registered trademark of CFA Institute.