Money Can’t Buy You Love – Or Your Manager’s Predecessor Performance A portfolio manager’s track record is an important asset and key pillar of evaluation by institutional investors/asset owners.  Ensuring Read More Here.

Insights for GIPS Compliant Asset Owners – Getting comfortable with CFA Institute’s Net-of-Fee Terminology During 2021, pension plan headlines included fee transparency, the improper treatment of cash flows (and its Read More Here.

Verifier Independence drew dozens of attendee inquiries and comments at the 25th Annual GIPS Standards conference this year.  The growth of virtual service offerings during the pandemic, more automation, and Read More Here.

One of the more common questions we get asked by firms is whether they should use model or actual fees to calculate net-of-fee composite returns.  With the soon-to-be-implemented SEC Marketing Read More Here.

Now that it is a regulatory requirement, we are working with private equity/venture capital firms to review their IRR calculations and marketing decks to ensure they meet the requirements established Read More Here.

Looking for a little distraction to kick-start the spring?  We are highlighting five top performance Q&A’s focused on pooled fund expenses. 1. Someone said that the expense ratio should be Read More Here.