February 6, 2025
1:00pm - 2:00pm EST
CFA Institute | Live Webinar
Thomas A. Peters, Director of Kreischer Miller's Investment Industry Group, was a featured speaker for the CFA Institute's webinar on the new GIPS Standards Guidance Statement for OCIO Portfolios, which had been recently approved and issued by the GIPS Standards Technical Committee.
The CFA Institute hosted this presentation which address the Guidance Statement and important concepts that firms must apply to OCIO Portfolios that differ from the GIPS® standards for firms, including the following:
- The use of a Required OCIO Composite structure, with OCIO Portfolios assigned to composites based on strategic asset allocation
- Guidance for classifying assets as growth, liability hedging, or risk mitigating
- Options for the treatment of legacy assets
- Returns that must be presented for Required OCIO Composites—time-weighted gross and net returns