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.

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.

Learn more about the SEC's Proposed Rule 2a-5 and its impact on the asset management industry.

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.

Learn more about the the CARES Act and its impact on the retirement community.

How data is impacting servicing models

Technologists and operations executives from leading asset management firms discuss the integration of these distinct yet inter-dependent business lines.

A detailed explanation of debt securities from the CFA Institute's Investment Foundations program.

An overview of the financial services industry from the CFA Institute's Investment Foundations program.

There are various performance appraisal metrics, contexts, and considerations when undertaking a performance evaluation. Chapter from the CFA Institute CIPM program.

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.

A glossary of commonly used terms in financial services from the CFA Institute Investment Foundations program.