The 28th Annual Global Investment Performance Standards Conference

Learn essential strategies for safeguarding compliance and mitigating regulatory risks during the panel Marketing Material Review Dos and Don’ts at the 28th Annual Global Investment Performance Standards (GIPS) Conference.

Topics will include:

• Pitfalls to avoid when presenting investment performance
• Practical tips for assessing accuracy, completeness, and consistency in marketing content
• Best practices for reviewing marketing materials with the GIPS standards and the US Securities and Exchange Commission Marketing Rule
• The role of artificial intelligence in marketing material reviews