What you'll learn

    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 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!

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    Our speakers
    • Elena McKee-Dabbs, Director, ACA Group
    • Josh Warden, Senior Director, ACA Group
    • Scott Ayres, Member of the CFA OCIO Working Group
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    ACA provides GIPS® standards verification and consulting services to investment managers around the globe. Our team — comprised of more than 60 professionals with extensive GIPS standards and performance experience — is the largest group of professionals in the world solely dedicated to GIPS standards verification and related services.

    Gain peace of mind as you launch, grow, and protect your business with ACA.

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    Our unique blend:

    Our regulatory compliance, managed services and technology gives you access to full service GRC solutions that can help you launch, grow, and protect your firm.