Asset Allocation
As OCIO Assets Grow, GIPS Standards Aim to Bring Consistency to Performance Reporting
Institutional clients increasingly seek to partner with outsourced providers who are GIPS compliant.
Tag: GIPS
Newsmakers
Karyn Vincent, Senior Head of Global Industry Standards at the CFA Institute, to Step Down
Vincent, who is also the GIPS standards executive director at the institute, will leave that post at the end of January.
Asset Allocation
CFA Establishes GIPS Guidance for OCIO Providers
Effective December 2025, the framework – which has been in development for several years – will be mandatory for firms that claim compliance with GIPS standards.
Research
CFA Institute Produces Plan to Gauge OCIO Performance
The framework, now out for comment, calls for extending GIPS to outsourced investment managers, with rules for things like fee disclosures and benchmarking.
Research
How to Measure OCIO Performance
A CIO panel explored different ways for allocators to assess their outsourced investment chiefs.
Asset Allocation
CFA Institute: Let’s Find Out How to Measure OCIO Performance
The industry group is working on adopting GIPS to apply to outsourced investment management.