The importance of GIPS compliance in marketing today is undisputed. Having the proper internal controls in place related to marketing your firm’s claim of GIPS compliance is more important than ever in light of recent SEC actions and regulatory scrutiny over performance, marketing, and advertising. This webcast is intended to provide both those in the marketing role and those with oversight of GIPS compliance (CCOs and COOs, for example) with internal controls and best practices related to marketing a GIPS-compliant firm.
This webcast will provide verifier and practitioner perspectives, as Alicia and Kate share their experiences and insight during the presentation. Their discussion and case study analysis will focus on, among other things,
creating, reviewing, and distributing performance and marketing material,
tracking compliant presentations,
updating consultant databases and responding to RFPs,
complying with the GIPS advertising guidelines, and
correcting performance errors.
Throughout the webcast, the panelists will answer questions and respond to comments from attendees.
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