{"id":3078,"date":"2023-11-20T19:46:34","date_gmt":"2023-11-20T19:46:34","guid":{"rendered":"https:\/\/cfacanada.org\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\/"},"modified":"2025-07-24T09:31:15","modified_gmt":"2025-07-24T13:31:15","slug":"cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies","status":"publish","type":"post","link":"https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\/","title":{"rendered":"CFA Institute – Exposure Draft of the Guidance Statement for OCIO Strategies"},"content":{"rendered":"
\n
\n
\n
\n
\n

CFA Institute – Exposure Draft of the Guidance Statement for OCIO Strategies<\/h1>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\n\n\n\n

T\u00e9l\u00e9charger le PDF :<\/h2>\n\n\n\n

CFA Institute – Exposure Draft of the Guidance Statement for OCIO Strategies<\/a><\/p>\n\n\n\n

<\/p>\n\n\n\n

<\/div>\n\n\n\n

R\u00e9sum\u00e9 de la lettre :<\/h2>\n\n\n\n

En septembre 2023, le CFA Institute a publi\u00e9 un expos\u00e9-sondage sur la Guidance Statement for OCIO Strategies. Ce Guidance Statement explique comment appliquer les normes GIPS aux portefeuilles OCIO, y compris comment d\u00e9finir les composites OCIO. Il aborde \u00e9galement d’autres probl\u00e8mes de performance sp\u00e9cifiques aux OCIO, tels que la s\u00e9lection des indices de r\u00e9f\u00e9rence, le traitement des actifs h\u00e9rit\u00e9s et la transparence des frais.<\/p>\n\n\n\n

Aper\u00e7u des commentaires du Conseil:<\/h2>\n\n\n\n

Le Canadian Investment Performance Council (CIPC)<\/strong> a soumis ses commentaires sur l\u2019\u00e9bauche de l\u2019\u00e9nonc\u00e9 de principes du CFA Institute concernant les strat\u00e9gies OCIO<\/em> (Offre de gestion d\u00e9l\u00e9gu\u00e9e). Voici les points saillants :<\/p>\n\n\n\n

    \n
  • Pr\u00e9occupations li\u00e9es \u00e0 l\u2019applicabilit\u00e9<\/strong> : Le CIPC juge la d\u00e9finition de \u00ab Portefeuille OCIO total \u00bb trop restrictive et recommande une approche plus souple permettant de refl\u00e9ter la diversit\u00e9 des structures OCIO.<\/li>\n\n\n\n
  • Souplesse recommand\u00e9e<\/strong> : Le CIPC s\u2019oppose \u00e0 l\u2019obligation d\u2019adopter une structure composite OCIO, des plages d\u2019allocation d\u2019actifs, et des exigences de divulgation impos\u00e9es. Il privil\u00e9gie plut\u00f4t des recommandations permettant une flexibilit\u00e9 au niveau des entreprises.<\/li>\n\n\n\n
  • Actifs h\u00e9rit\u00e9s (legacy assets)<\/strong> : Le CIPC soutient les trois options propos\u00e9es pour traiter les actifs h\u00e9rit\u00e9s, mais recommande d\u2019ajouter des exemples pour clarifier l\u2019approche, ainsi que de rendre les politiques de divulgation facultatives.<\/li>\n\n\n\n
  • Frais et pr\u00e9sentation du rendement<\/strong> : Le CIPC appuie l\u2019harmonisation avec les normes GIPS\u00ae pour les entreprises, mais recommande que la pr\u00e9sentation du rendement brut et net des frais reste facultative, et non obligatoire.<\/li>\n\n\n\n
  • Commentaires suppl\u00e9mentaires<\/strong> : Le CIPC sugg\u00e8re d\u2019am\u00e9liorer la coh\u00e9rence du glossaire, de clarifier les exemples, et d\u2019\u00e9viter les exceptions propres \u00e0 certaines r\u00e9gions dans les normes mondiales.<\/li>\n<\/ul>\n\n\n\n

    Le CIPC r\u00e9it\u00e8re son engagement \u00e0 faire progresser des normes pratiques et inclusives et encourage un dialogue continu sur l\u2019\u00e9volution du cadre OCIO.<\/p>\n","protected":false},"excerpt":{"rendered":"

    T\u00e9l\u00e9charger le PDF : CFA Institute – Exposure Draft of the Guidance Statement for OCIO Strategies R\u00e9sum\u00e9 de la lettre : En septembre 2023, le CFA Institute a publi\u00e9 un expos\u00e9-sondage sur la Guidance Statement for OCIO Strategies. Ce Guidance Statement explique comment appliquer les normes GIPS aux portefeuilles OCIO, y compris comment d\u00e9finir les […]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[126],"tags":[],"class_list":["post-3078","post","type-post","status-publish","format-standard","hentry","category-cfa-institute-fr"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"clloyd@cfacanada.org","author_link":"https:\/\/cfacanada.org\/fr\/author\/clloydcfacanada-org\/"},"yoast_head":"\nCFA Institute - Exposure Draft of the Guidance Statement for OCIO Strategies - CFA Societies Canada<\/title>\n<meta name=\"description\" content=\"The CIPC's response to CFA Institute - Exposure Draft of the Guidance Statement for OCIO Strategies\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CFA Institute - Exposure Draft of the Guidance Statement for OCIO Strategies - CFA Societies Canada\" \/>\n<meta property=\"og:description\" content=\"The CIPC's response to CFA Institute - Exposure Draft of the Guidance Statement for OCIO Strategies\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\/\" \/>\n<meta property=\"og:site_name\" content=\"CFA Societies Canada\" \/>\n<meta property=\"article:published_time\" content=\"2023-11-20T19:46:34+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-24T13:31:15+00:00\" \/>\n<meta name=\"author\" content=\"clloyd@cfacanada.org\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"clloyd@cfacanada.org\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/cfacanada.org\\\/fr\\\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cfacanada.org\\\/fr\\\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\\\/\"},\"author\":{\"name\":\"clloyd@cfacanada.org\",\"@id\":\"https:\\\/\\\/cfacanada.org\\\/#\\\/schema\\\/person\\\/bfb8c441f84b1651d6d5ad4a42a07022\"},\"headline\":\"CFA Institute – Exposure Draft of the Guidance Statement for OCIO Strategies\",\"datePublished\":\"2023-11-20T19:46:34+00:00\",\"dateModified\":\"2025-07-24T13:31:15+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/cfacanada.org\\\/fr\\\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\\\/\"},\"wordCount\":358,\"articleSection\":[\"CFA Institute\"],\"inLanguage\":\"fr-FR\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/cfacanada.org\\\/fr\\\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\\\/\",\"url\":\"https:\\\/\\\/cfacanada.org\\\/fr\\\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\\\/\",\"name\":\"CFA Institute - Exposure Draft of the Guidance Statement for OCIO Strategies - CFA Societies Canada\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cfacanada.org\\\/#website\"},\"datePublished\":\"2023-11-20T19:46:34+00:00\",\"dateModified\":\"2025-07-24T13:31:15+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/cfacanada.org\\\/#\\\/schema\\\/person\\\/bfb8c441f84b1651d6d5ad4a42a07022\"},\"description\":\"The CIPC's response to CFA Institute - Exposure Draft of the Guidance Statement for OCIO Strategies\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/cfacanada.org\\\/fr\\\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\\\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/cfacanada.org\\\/fr\\\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/cfacanada.org\\\/fr\\\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/cfacanada.org\\\/fr\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"CFA Institute – Exposure Draft of the Guidance Statement for OCIO Strategies\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/cfacanada.org\\\/#website\",\"url\":\"https:\\\/\\\/cfacanada.org\\\/\",\"name\":\"CFA Societies Canada\",\"description\":\"Canadian investment values\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/cfacanada.org\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/cfacanada.org\\\/#\\\/schema\\\/person\\\/bfb8c441f84b1651d6d5ad4a42a07022\",\"name\":\"clloyd@cfacanada.org\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/e8c4597d4b4bbce08289f65553ecd58f67134726de8e338b57dada62dc12fcea?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/e8c4597d4b4bbce08289f65553ecd58f67134726de8e338b57dada62dc12fcea?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/e8c4597d4b4bbce08289f65553ecd58f67134726de8e338b57dada62dc12fcea?s=96&d=mm&r=g\",\"caption\":\"clloyd@cfacanada.org\"},\"url\":\"https:\\\/\\\/cfacanada.org\\\/fr\\\/author\\\/clloydcfacanada-org\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"CFA Institute - Exposure Draft of the Guidance Statement for OCIO Strategies - CFA Societies Canada","description":"The CIPC's response to CFA Institute - Exposure Draft of the Guidance Statement for OCIO Strategies","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\/","og_locale":"fr_FR","og_type":"article","og_title":"CFA Institute - Exposure Draft of the Guidance Statement for OCIO Strategies - CFA Societies Canada","og_description":"The CIPC's response to CFA Institute - Exposure Draft of the Guidance Statement for OCIO Strategies","og_url":"https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\/","og_site_name":"CFA Societies Canada","article_published_time":"2023-11-20T19:46:34+00:00","article_modified_time":"2025-07-24T13:31:15+00:00","author":"clloyd@cfacanada.org","twitter_card":"summary_large_image","twitter_misc":{"\u00c9crit par":"clloyd@cfacanada.org","Dur\u00e9e de lecture estim\u00e9e":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\/#article","isPartOf":{"@id":"https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\/"},"author":{"name":"clloyd@cfacanada.org","@id":"https:\/\/cfacanada.org\/#\/schema\/person\/bfb8c441f84b1651d6d5ad4a42a07022"},"headline":"CFA Institute – Exposure Draft of the Guidance Statement for OCIO Strategies","datePublished":"2023-11-20T19:46:34+00:00","dateModified":"2025-07-24T13:31:15+00:00","mainEntityOfPage":{"@id":"https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\/"},"wordCount":358,"articleSection":["CFA Institute"],"inLanguage":"fr-FR"},{"@type":"WebPage","@id":"https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\/","url":"https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\/","name":"CFA Institute - Exposure Draft of the Guidance Statement for OCIO Strategies - CFA Societies Canada","isPartOf":{"@id":"https:\/\/cfacanada.org\/#website"},"datePublished":"2023-11-20T19:46:34+00:00","dateModified":"2025-07-24T13:31:15+00:00","author":{"@id":"https:\/\/cfacanada.org\/#\/schema\/person\/bfb8c441f84b1651d6d5ad4a42a07022"},"description":"The CIPC's response to CFA Institute - Exposure Draft of the Guidance Statement for OCIO Strategies","breadcrumb":{"@id":"https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\/#breadcrumb"},"inLanguage":"fr-FR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-of-the-guidance-statement-for-ocio-strategies\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/cfacanada.org\/fr\/"},{"@type":"ListItem","position":2,"name":"CFA Institute – Exposure Draft of the Guidance Statement for OCIO Strategies"}]},{"@type":"WebSite","@id":"https:\/\/cfacanada.org\/#website","url":"https:\/\/cfacanada.org\/","name":"CFA Societies Canada","description":"Canadian investment values","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/cfacanada.org\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":"Person","@id":"https:\/\/cfacanada.org\/#\/schema\/person\/bfb8c441f84b1651d6d5ad4a42a07022","name":"clloyd@cfacanada.org","image":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/secure.gravatar.com\/avatar\/e8c4597d4b4bbce08289f65553ecd58f67134726de8e338b57dada62dc12fcea?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/e8c4597d4b4bbce08289f65553ecd58f67134726de8e338b57dada62dc12fcea?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/e8c4597d4b4bbce08289f65553ecd58f67134726de8e338b57dada62dc12fcea?s=96&d=mm&r=g","caption":"clloyd@cfacanada.org"},"url":"https:\/\/cfacanada.org\/fr\/author\/clloydcfacanada-org\/"}]}},"_links":{"self":[{"href":"https:\/\/cfacanada.org\/fr\/wp-json\/wp\/v2\/posts\/3078","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cfacanada.org\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cfacanada.org\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cfacanada.org\/fr\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/cfacanada.org\/fr\/wp-json\/wp\/v2\/comments?post=3078"}],"version-history":[{"count":1,"href":"https:\/\/cfacanada.org\/fr\/wp-json\/wp\/v2\/posts\/3078\/revisions"}],"predecessor-version":[{"id":4384,"href":"https:\/\/cfacanada.org\/fr\/wp-json\/wp\/v2\/posts\/3078\/revisions\/4384"}],"wp:attachment":[{"href":"https:\/\/cfacanada.org\/fr\/wp-json\/wp\/v2\/media?parent=3078"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cfacanada.org\/fr\/wp-json\/wp\/v2\/categories?post=3078"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cfacanada.org\/fr\/wp-json\/wp\/v2\/tags?post=3078"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}