GIPS Standards Events
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3 October 2024 - 31 January 2025
28th Annual GIPS Standards Conference Digital Content Package
Online
Access all of the insights from the 28th Annual GIPS® Standards Conference Digital Content Package. This package offers convenience and flexibility, ensuring you stay abreast of crucial developments in the compliance industry.
Register
Included in the Digital Content Package:
Session Recordings: Gain access to comprehensive recordings from the conference. Dive into critical topics and glean insights from leading experts.
On-Demand Accessibility: Enjoy viewing sessions at your convenience. Whether you’re in the office, on the go, or at home, our on-demand access ensures you can absorb insights and knowledge at a pace that suits your schedule.
Extended Viewing: With access available from 3 October to 31 January 2025, you’ll have ample time to revisit sessions and extract maximum value from each discussion.
Register and purchase today to unlock a wealth of knowledge that will empower your compliance efforts. -
6 February 2025
Introduction to the GIPS Standards Guidance Statement for OCIO Portfolios
Online
The GIPS Standards Technical Committee has approved and issued the Guidance Statement for OCIO Portfolios. This Guidance Statement was developed to address applying the GIPS standards to Outsourced Chief Investment Officer (OCIO) Portfolios. An OCIO Portfolio is defined as a pool of assets of an asset owner for which a firm provides both strategic investment advice and investment management services. The Guidance Statement covers some important concepts that firms must apply to OCIO Portfolios that differ from the GIPS standards for Firms.
Register
Attend this webinar on Thursday, 6 February 2025, from 1:00 p.m. to 2:00 p.m. EST, to review these and other key concepts from the Guidance Statement. A representative from Cerulli Associates will also review highlights from its recently issued 2024 report on the OCIO function.