During the quarter, Mar Vista initiated a minor investment in Nvidia following a significant pullback in the stock. Click ...

The strategy returns shown are preliminary composite returns, subject to future revision (downward or upward). Please visit www.franklintempleton.com for the latest performance figures. Past ...

With over 13 years of experience in performance analysis, operational efficiency, and GIPS compliance, Steve’s track record includes roles at abrdn, Longs Peak Advisory Services, and Orion.

What is the performance track record of the manager? Are they GIPS® (Global Investment Performance Standards) verified and who is their auditor? While our clients can view portfolio performance ...

In this series on portfolio basics, I’ll explain some of the fundamentals of putting together sound portfolios. I’ll start ...

A decision to switch careers led Kate Misic from working with telescopes to working with a $30 billion superannuation investment team, and as Telstra Super chief investment officer of nine years ...

But there’s a critical fourth pillar I think is often overlooked: compliance. While it may seem that it does not directly drive revenue or inspire innovation, I find that compliance is essential ...

The report responds directly to recent claims by organizations such as the ACLU, which has warned that police drone programs ...

For Registered Investment Advisers (RIAs), 2025 is shaping up to be a defining year—less because of dramatic policy overhauls, and more because of where the regulatory spotlight continues to fall.

Global capability centres (GCCs) in the insurance sector in India are experiencing unprecedented growth and transformation, reshaping how risk management and compliance standards are implemented ...