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Guidance Statement for OCIO Portfolios – TSG’s Key Takeaways and Summary

by TSG | Jan 13, 2025 | 2020 GIPS Standards, GIPS, Global Investment Performance Standards, Investment Performance Guy, News, OCIO GIPS

Guidance Statement for OCIO Portfolios – TSG’s Key Takeaways and Summary Author: Jennifer Barnette, CIPM The CFA Institute has introduced a new Guidance Statement specifically for Outsourced Chief Investment Officer (OCIO) firms, providing a tailored framework...

Performance Perspectives – January 2025

by TSG | Jan 10, 2025 | compliance, GIPS, OCIO GIPS, Performance Perspectives Newsletter, SEC Marketing Rule

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Performance Perspectives – December 2024

by TSG | Dec 13, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting

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Performance Perspectives – November 2024

by TSG | Nov 25, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting

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GIPS Performance Perspectives – October 2024

by TSG | Oct 16, 2024 | money-weighted return, money-weighting, Performance Perspectives Newsletter, SEC Marketing Rule, time-weighted, time-weighted return, time-weighting

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