CFA Institute Asset Manager Code Gives Firms Head Start on Operational Due Diligence


At the 20th Annual GIPS Standards Conference in September, Daniel Page, head of Asset Management Advisory at KPMG Ireland, and George Wood, director of Lavern Partners, shared their thoughts during a livestreamed session about what ODD is and why it is an important part of the manager selection process. They also discussed what ODD covers during the review process and offered other insight about ODD.

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