SEC Marketing Rule: Common Pitfalls and Best Practices, 8.10.2025

Members event

date & time

08/10/2025 7 pm EEST

Navigating the SEC Marketing Rule can be challenging. Join CFA Institute hosted a webinar with Dechert LLP to address common pitfalls and share best practices.

Experts will cover:

• Predecessor performance

• Carve-outs and extracted performance

• The Marketing Rule FAQ on extracted performance

• Calculating net returns

Get insights on these key topics and your questions answered by industry professionals.

You can also register for the recording if you cannot attend live.