Alternatives, Asset Owners, OCIOs, and more…

The GIPS standards not only apply to traditional asset managers, but also asset owners, alternative managers, and OCIOs.  As the Standards have been updated over the last few years, and especially with GIPS 2020, the CFA Institute has tried to address many of the factors that make non-traditional asset managers unique when it comes to GIPS compliance.  The videos below address many of the challenges these types of organizations face and shows you how you can bring your organization into compliance.

3 Lessons