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SEC Office of the Investor Advocate Releases Study on Fund Performance Benchmarks
The SEC’s Office of the Investor Advocate released an independent research study examining the impact …
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Study Analyzes Mutual Fund Benchmarks and Performance
A recent study analyzes changes to mutual funds’ declared benchmarks and how performance metrics for …
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MFDF WEBINAR: ESG Fund Expenses and Performance: Differentiating Types of ESG Strategies and Pricing / Performance Trends, Nov. 3, 2-3:15 p.m. ET
Panelists will provide some clarity around the largely positive data on the performance, expenses, and …
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Extension for Certain Benchmarks may Ease LIBOR Transition
The ICE Benchmark Administration is still proposing to end publication of the one-week and two-month …
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MFDF Webinar: Investment Valuation and Governance: Industry Trends and Benchmarking
During this webinar, Paul Kraft, a Deloitte partner and US Mutual Fund & Investment Advisers Practice …
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MFDF Webinar: Benchmark(s): A Necessity, a Standard, or an Absolute?
Benchmarks, like world records, are made to be beaten, and yet approximately half of all assets flow …
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MFDF Webinar: MPI Annual Survey of Gartenberg Profitability Benchmarks
MPI’s 2017 survey will provide benchmarks from analysis of 2016 financial statements of 18 comparable …