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Compliance and Consulting
OCIE 2020 Cybersecurity and Resiliency Observations
On January 27, 2020, OCIE released a 13-page report detailing observations relating to cybersecurity and best practices.ViewCompliance and Consulting
OCIE 2020 Examination Priorities
On January 7, 2020, the SEC’s Office of Compliance Inspections and Examinations (OCIE) announced its 2020 Examination Priorities. Compliance continues to be a major focus.View
GIPS Compliance
GIPS 2020 Changes Carve-Out Standards
With the release of GIPS 2020 came another change to the standards on carve-outs, marking the second time in which the guidance has changed.ViewGIPS Compliance
The Impact of GIPS 2020 on Pooled Fund Managers
One of the most extensive changes from prior GIPS versions is the treatment of pooled investment funds. Here are four key changes impacting firms that manage pooled vehicles.View
Kreischer Miller Annual Investment Industry Update
Wednesday, November 19, 2019 | The Inn at Villanova | Villanova, PAViewGIPS Compliance
Kreischer Miller's Thomas Peters Presenting at CFA Society New York's 4th Annual Performance and Risk Forum
A forum to discuss the most recent developments in the GIPS standards (the 2020 GIPS Standards) and hear from industry experts.ViewGIPS Compliance
Kreischer Miller's Thomas Peters Presenting at CFA Society Philadelphia's GIPS 2020 Update Luncheon
A lively panel discussion about GIPS 2020 and its impact on the investment industry.ViewGIPS Compliance
Kreischer Miller Exhibiting at 2019 CFA Institute GIPS Standards Conference
September 11-12, 2019 | Scottsdale, AZViewGIPS Compliance
Webinar: The Top 5 Things You Need to Know About GIPS 2020...and More
Thursday, September 5, 2019 | 11:00am - 12:00pmViewGIPS Compliance