Webinars and Events
Webinar Date: November 29, 2022 at 11:00 am ET
Q3 Fees, Factors & Flows
Uncover everything you need to know about today’s allocation drivers—including the relationships between asset allocations, fund performance, post-negotiated fees, factor styles and more.
Webinar Date: November 2, 2022 at 2:00 pm ET
Fireside Chat with Richard Best, Director, Division of Examinations, SEC
Register today for our Fireside Chat webinar with Richard Best, who will also be joined by Peter Driscoll, Partner, PwC, and Kristin Snyder, Partner, Debevoise & Plimpton.
Webinar Date: September 15, 2022 at 11:00 am ET
Navigating the Road to SEC Compliance: SEC Marketing Rule
In December 2020, the SEC approved the new Marketing Rule which is intended to modernize the framework for investment adviser advertising. Learn more about what firms need to know and do to ensure they are compliant following the November 4th, 2022 deadline.
Webinar Date: August 16, 2022 at 11:00 am ET
Q2 Fees, Factors & Flows
Uncover what drove institutional allocations last quarter. Learn whether fees are going up or down, which factors outperformed and how asset flows were impacted so you can make the right portfolio decisions today.
Webinar Date: July 13, 2022 at 10:00 am ET
Charting a Path to SFDR and PRIIPs KID Deadlines
With the upcoming EU Sustainable Finance Disclosure Regulation (SFDR) and PRIIPs Key Information Documents (KIDs) regulation deadlines fast approaching, it is more important now than ever before that asset managers ensure they are ready to meet the compliance requirements.
Webinar Date: May 26, 2022 at 12:00 pm ET
Q1 Fees, Factors & Flows: What moved the markets last quarter?
If you want to outpace your peers and come out on top, you need to know what drove institutional allocations, manager fees, and equity factor performance in Q1 2022. See how fees and factors impacted asset flows.
Webinar Date: April 28, 2022 at 11:00 am ET
Q1 Asset Gainers: Top Asset Managers Gathering New Money
Who got a head start to 2022? Find out which asset managers have outperformed their peers by gaining substantial investor assets—and what contributed to their growth.
Webinar Date: February 24, 2022 at 11:00 am ET
Q4 Fees, Factors & Flows
Markets have given us quite the ride. If you want to outpace your peers and come out on top, you need to know what drove institutional allocations, manager fees, and equity factor performance in Q4 2021.