Presentation of Performance under the Marketing Rule, Hosted by the Investment Adviser Compliance Conference
Prepare to calculate and present performance in marketing materials, provide 1-, 5-, and 10-year results, calculate and present gross and net returns, and understand the methodology around related, extracted, and hypothetical performance, recordkeeping, portability of predecessor performance, and the interplay between the GIPS standards and the new Marketing Rule.
- Michael W. McGrath, CFA, Partner, K&L Gates LLP, Moderator
- Grace Man, Director Global Compliance, GIPS/Composite, Franklin Templeton Investments
- Karyn D. Vincent, CFA, CIPM, Senior Head, Global Industry Standards, CFA Institute
- Julia Reyes, CIPM, Partner, ACA Group
2022 Investment Adviser Compliance Conference