Learning programs are listed below. Visit our blog for additional content on this topic.
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.
Modernizing Vendor Management and Strategic Partnership ModelsContains 6 Component(s), Includes Credits Recorded On: 10/21/2020
Industry conversations regarding vendor governance continue to take a front seat as strategic partnership trends continue on an upward trajectory. To what extent are diversity and inclusion policies and metrics factored into due diligence processes? Learn what industry leaders are doing to ensure their vendor governance and oversight models are modernized, effort-efficient, and effective in 2021 and beyond. How has COVID19 impacted outsourcing trends and vendor oversight?
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.
Developing a “Return to the Workplace” RoadmapContains 1 Component(s), Includes Credits Recorded On: 07/01/2020
Join us for an open discussion around the development of policies and processes for returning to the workplace in a post-lock-down landscape. Our panel of senior executives in the asset management industry will talk candidly about challenges, solutions, and lessons learned around return to work policies.
The Future of the Transfer AgencyContains 1 Component(s) Recorded On: 07/28/2020
FIS and other industry thought leaders discuss lessons learned from COVID19 and how to enhance immunity of the transfer agency in the event of future crises.
Aligning Operational Resources in the Digital Age (podcast)Contains 1 Component(s) Recorded On: 09/10/2019
How data is impacting servicing models
Operations Reference Guide
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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