High-net-worth clients demand private wealth managers who are on top of their game. Whether your clients are considered "emerging" wealthy or are more well established, they require investment professionals who stay current with best practices and take an integrated approach to wealth...

This workshop will focus on the Global Investment Performance Standards (GIPS). Alongside CFA Institute, Deloitte and Vincent Performance Services will provide practical insights on implementation and compliance issues, with a focus on how firms currently compliant with the AIMR-PPS standards...

The 18th Annual SAAJ-CFA Institute/CFAJ Joint Seminar will feature “New Developments in Global Investment Strategies.” Given Japan's prolonged low interest rate environment, Japanese investors have been increasing allocations to global markets. Sessions will be led by experienced...

This workshop will focus on the Global Investment Performance Standards (GIPS). Alongside CFA Institute, Deloitte and The Spaulding Group will provide practical insights on implementation and compliance issues, with a focus on how firms currently compliant with the AIMR-PPS standards will now...