Investment Performance Reporting & Compliance Workshop

Overview

An interactive afternoon covering recent trends in performance advertising, composites, reporting & verification.

Join us November 9, 2026 at the Loews Philadelphia Hotel—the day before the annual GIPS® Standards Conference—for an interactive workshop designed for investment professionals responsible for performance reporting, marketing, and compliance.

Explore practical applications of the GIPS® standards and SEC Marketing Rule, including options for constructing and maintaining composites, presenting performance accurately, applying appropriate fee methodologies, and navigating advertising requirements. Gain clarity on monitoring, documentation, and verification expectations through real-world examples and implementation insights that can strengthen your firm’s compliance framework and communication of investment results.

Lunch will be provided, along with breakout sessions that give investment advisory firms, wealth advisers, and OCIOs an opportunity to network, collaborate, discuss shared challenges, and exchange practical perspectives with peers.

GIPS® is a registered trademark owned by CFA Institute.