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Keeping you informed of industry updates
Performance Practice Leader of Fairview Appointed to CFA Institute’s ESG Verification Subcommittee We are pleased to announce that, this month, Fairview Performance Service’s Vice President and Performance Practice Leader, Greta [...]
9 Important Highlights from the 2020 GIPS Standards Conference Late last month, CFA Institute held its 24th Annual Global Investment Performance Standards (GIPS®) Conference virtually. The event was an opportunity [...]
CFA Institute’s Online Resources for Asset Owners Claiming Compliance with the 2020 GIPS® Standards CFA Institute’s website has a great list of resources for asset owners claiming compliance with the Global Investment Performance Standards [...]
GIPS® Advertising Guidelines for Firms Firms claiming compliance with the 2020 edition of the Global Investment Performance Standards (GIPS®) have two options for communicating their claim of compliance. One of which is [...]
Nine Things to Notice: SEC Examiners’ Focus Areas WHAT HAPPENED? As capital markets shift and the risks to market participants change, so do the focus areas of routine SEC [...]
LIBOR Transition Compliance Risks WHAT HAPPENED? On June 18, 2020, the Office of Compliance Inspections and Examinations of the United States Securities and Exchange Commission (OCIE) announced an exam [...]