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Latest Articles
Keeping you informed of industry updates
The SEC’s New Marketing Rule: Here’s What You Should Know Now
The SEC’s New Marketing Rule: Here’s What You Should Know Now WHAT HAPPENED? On Dec. 22, 2020, the U.S. Securities and Exchange Commission unanimously voted to pass proposed amendments to [...]
OCIE Risk Alert: common compliance program issues
OCIE Risk Alert: common compliance program issues WHAT HAPPENED? On Nov. 19, 2020, the Office of Compliance Inspections and Examinations of the U.S. Securities and Exchange Commission (OCIE) released [...]
Performance Practice Leader of Fairview Appointed to CFA Institute’s ESG Verification Subcommittee
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
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 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
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 [...]