Learning programs are listed below. Visit our blog for additional content on this topic.
Fund Admin Webinars
The Advisor Landscape: 2020 and BeyondContains 2 Component(s) Includes a Live Web Event on 07/29/2020 at 2:00 PM (EDT)
Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors.
A Global View on Alternative InvestmentsContains 2 Component(s) Includes a Live Web Event on 07/22/2020 at 10:00 AM (EDT)
Alternative investments continue to attract attention from investors around the globe. To help asset managers plan for the future, we have assembled a panel of global experts to review the likely changes in the alts landscape over the coming years and the key business imperatives to keep on the radar in 2020 and beyond.
Reg BI: Implementation & ImplicationsContains 1 Component(s) Recorded On: 05/27/2020
Gain insights into the best practices on implementing Reg BI rules. Our panel of experts will explore what best practices broker-dealers, registered investment advisers, and dual registrants are developing in order to enhance transparency and investor relationship quality.
Automation Adoption: What We're LearningContains 1 Component(s) Recorded On: 05/20/2020
Automation can be a vital component of streamlined, efficient front- to back-office processes. Join our panel of experts—representing technology, fund admin, and operations perspectives—as they explore lessons learned during the global pandemic environment, as well as how to identify and embrace your team’s automation capabilities.
Fund Admin Research
Fund Admin Reference Guides
Performance Evaluation Introduction Level I chapterContains 1 Component(s)
Performance evaluation is an integral part of the investment management decision process because it provides feedback on the effects of investment activities and the decisions on the performance of portfolios. Chapter from the CFA Institute CIPM program.