What you'll learn

    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 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

    Who should attend?

    This webcast is essential for OCIO firms, asset owners, and search consultants.

    Register

    ACA needs the contact information you provide to us to contact you about this webcast and future events. You may unsubscribe from these communications at anytime. For information on how to unsubscribe, as well as our privacy practices, check out our Privacy Policy.
    Our 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
    ACA_TM_rgb_4c_pos (1)

    CFA Institute does not endorse, promote or warrant the accuracy or quality of ACA Group. GIPS® is a registered trademark owned by CFA Institute.

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

    Contact us

    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.