2025 Annual Investment Industry Seminar Materials

 

• Click Here to download the slides from the presentation.

Articles from Kreischer Miller’s Investment Industry Group:

• SEC’s Updated FAQs on Gross and Net Performance Under the Marketing Rule: Key Takeaways for Advisors
• Alternative to GIPS for Investment Performance Credibility
• SEC’s Proposed Safeguarding Rule – A Reconstitution of the Custody Rule as we know it
• How to Prepare for a Successful GIPS Verification
• Recap of Valuation Drivers in an Investment Firm Presentation
• Is Your Investment Management Firm Using the Right Model Fee Under the SEC Marketing Rule?