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Keeping you informed of industry updates
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 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 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 [...]