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SEC New Marketing Rule
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…
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Investment Performance
The SEC’s New Marketing Rule – Presenting Performance
Wondering how to present performance under the SEC's New Advertising Rule? Do you need to use composites? The answer is…
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