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SEC New Advertising Rule
The SEC’s New Advertising Rule – Presenting Performance
Wondering how to present performance under the SEC's New Advertising Rule? Do you need to use composites? The answer is…
Key Takeaways from the 2020 GIPS® Standards Virtual Conference
Did you miss the GIPS Conference this year? Most of this year’s conference was focused on compliance with the 2020 GIPS standards, as well as important discussions around US-specific (SEC) regulatory compliance and ESG performance. Below are some key takeaways from this three-day event.