Friday, September 23, 2022 8:00 AM…
Launching September 1st, CFA Institute has announced the creation of the GIPS Standards for OCIOs Working Group to provide input into the development of GIPS® standards guidance for OCIOs. Marquette’s Patrick McDowell, CPA, CAIA was selected to join the 15-member Working Group, which will be responsible for helping to identify the requirements within the GIPS® Standards for Firms that are challenging to apply to the OCIO business as well as developing a consultation paper.
Per CFA Institute, “Firms comply with the GIPS® standards to fulfill their ethical duty to fully disclose and fairly present performance, advance fair competitive practices within the industry, and respond to the demands of prospective clients and investors.” For more information about CFA Society, visit their website.
On Wednesday, October 5th, Nichole Roman-Bhatty, CIMA® will be speaking at the 2022 Resource Center for Religious Institutes…
On Wednesday, June 22nd, Brian Wrubel will be speaking at Institutional Investor’s Roundtable for Consultants &…
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