Videos November 5, 2021

Performance Updates, Insights, and Best Practices

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Hear updates on the recent guidance from the SEC and CFA Institute, guidance on the pending disclosure requirement from the SEC, and best practices for your firm’s performance reporting both now and for the future.

This panel session was hosted by The Exchange Network and includes industry experts from Cascade Investment Compliance & Verification and Clearwater Analytics.



Featured Presenters

Janice Kitzman, CIPM

Managing Director, Cascade Investment Compliance & Verification

Alex Strekel

Director, Investment Management Solutions, Clearwater Analytics

Rachael Wright, CIPM

Product Manager, Clearwater Analytics