Learning programs are listed below. Visit our blog for additional content on this topic.
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.
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 Global Pandemic & Its Impact on the Future of the Transfer AgencyContains 1 Component(s) Recorded On: 06/10/2020
Learn more about the industry in motion and how TAs can prepare for the post-crisis recovery period. Join our panel of experts to learn how the COVID-19 crisis has impacted the future of the TA and explore best practices for enhancing the immunity of the transfer agency in the event of another crisis.
CARES Act and the Effect on the Retirement EcosystemContains 1 Component(s) Recorded On: 06/04/2020
Learn more about the the CARES Act and its impact on the retirement community.
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
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.