In the News: Should Outsourced Chief Investment Officers (OCIOs) Comply with the New GIPS Standards?

Date: March 28, 2024

By Carl Bacon
CIPM, Chief GIPS Advisor at Confluence

Navigating the evolving landscape of Outsourced Chief Investment Officers (OCIOs) within the realm of the Global Investment Performance Standards (GIPS) is a pertinent concern in the financial sphere…

About Confluence

Confluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle and back offices. From data-driven portfolio analytics to compliance and regulatory solutions, including investment insights and research, Confluence invests in the latest technology to meet the evolving needs of asset managers, asset owners, asset services, and asset allocators to provide best-of-breed solutions that deliver maximum scalability, speed, and flexibility, while reducing risk and increasing efficiency. Headquartered in Pittsburgh, PA, with 900+ employees in 15 offices across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1000 clients in more than 40 countries. For more information, visit

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