Featured Articles

What Great BBQ Can Teach Us About GIPS® Compliance

Trust is built through consistency. Great BBQ and GIPS® compliance share a common foundation: preparation, process, and repeatability. This article explores why many organizations may be closer to GIPS compliance than they realize and how existing practices can provide a strong starting point.

OCIO Part 2: What Successful OCIO Implementation Looks Like

Part 2 of Cascade's OCIO blog turns to the operational challenges that many firms are now encountering as they put those principles into practice. Questions surrounding managed versus advised assets, legacy investments, liquidity disclosures, benchmark construction, and composite representation are proving to be among the most complex aspects of implementation.

Navigating OCIO Guidance in Practice

The path to implementing the CFA Institute’s new OCIO guidance has been challenging for many firms. They may know where they're headed, but the terrain still requires navigation. After submitting a series of technical questions to the GIPS® Standards Helpdesk, we received clarifications on several important topics. In Part 1 of our new article series, we explore key implementation themes firms are navigating as they operationalize the OCIO Guidance Statement.

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Featured Articles

What Great BBQ Can Teach Us About GIPS® Compliance

OCIO Part 2: What Successful OCIO Implementation Looks Like

Navigating OCIO Guidance in Practice

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