Tag: GIPS

Newsmakers January 21, 2025

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 December 20, 2024

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 October 27, 2023

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 April 14, 2023

How to Measure OCIO Performance

A CIO panel explored different ways for allocators to assess their outsourced investment chiefs.

Asset Allocation July 25, 2022

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.