OCIO Performance Standards: What Asset Owners Need to Know (The Spaulding Group)
13 August 2020
1:00 pm

This webinar, hosted by The Spaulding Group, will address longstanding questions about how Outsourced CIOs should benchmark and present their investment performance results. Hear input from The Spaulding Group’s Todd Juillerat, CFA, Alpha Capital Management’s Brad Alford, Larry Mangan, former CFO of the Claude Worthington Benedum Foundation and The Rockefeller Foundation, Nikki Kraus from Strategic Investment Group and Erika Spence from Nasdaq.

Learn important background and insights into recent developments in this space, including:

  • The new Alpha/Nasdaq OCIO Indices: What are they, and how do they benefit asset owners?
  • Global Investment Performance Standards (GIPS®): How do these apply to OCIO firms?
  • Role and next steps of the prospective OCIO buyer and OCIO search consultant in the broader adoption of an OCIO Index and of GIPS