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Keeping you informed of industry updates
Annual GIPS Notification Renewal Due June 30, 2021 Firms and asset owners claiming compliance with the Global Investment Performance Standards (GIPS®) are required to notify CFA Institute of their claim [...]
FBI Investigates Asset Owner’s Returns WHAT HAPPENED? A Pennsylvania pension fund is caught in a legal inquiry from the FBI that led to an investigation. The trouble began when [...]
SEC Exam Observations: ESG Investing Risks WHAT HAPPENED? Recently, the U.S. Securities and Exchange Commission released a Risk Alert outlining specific compliance concerns associated with environmental, social, and governance [...]
10 Takeaways From CFA Institute’s Guidance on Benchmarks for Firms The 2020 Global Investment Performance Standards (GIPS®) require firms to choose an appropriate total return benchmark, when available, for every [...]
UPDATE: The SEC’s Marketing Rule is Officially Published – What Now? WHAT HAPPENED? On Friday, March 5, 2021, the U.S. Securities and Exchange Commission’s highly anticipated Marketing Rule was [...]