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GIPS Compliance

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SEC New Marketing Rule

GIPS Conference 2022
GIPS Compliance

Key Takeaways from the 2022 GIPS® Standards Conference

Key takeaways from the conference include clarifications on the SEC Marketing rule, best practices for the implementation of the GIPS standards and…
Investment Performance

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…