Experts from Dechert and CFA Institute will field audience questions and address the following topics: 

• Performance portability: Issues and challenges related to predecessor performance under the Marketing Rule and how to address inconsistencies with the GIPS® standards
• Carve-outs and extracted performance: How do they differ, and when do they overlap
• The Marketing Rule FAQ on extracted performance: Practical considerations and challenging applications
• Calculating net returns: Understanding the risks and benefits of using model vs actual fees