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Fund Admin Webinars
A Guide to LIBOR TransitionContains 2 Component(s) Includes a Live Web Event on 11/04/2020 at 10:00 AM (EST)
The transition from LIBOR is gathering pace. Preparedness inquiries from clients and vendors have increased. Regulatory requirements, market dynamics, and business implications have evolved. Join our panel of industry experts to help assess your firm’s transition readiness.
The Advisor Landscape: 2020 and BeyondContains 1 Component(s), Includes Credits Recorded On: 07/29/2020
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 1 Component(s) Recorded On: 07/22/2020
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.
Fund Admin Research
Fund Admin Reference Guides
Topics in Performance Appraisal Level II chapterContains 1 Component(s)
There are various performance appraisal metrics, contexts, and considerations when undertaking a performance evaluation. Chapter from the CFA Institute CIPM program.
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.
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