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Private equity managers are relying on different methodologies to calculate net performance as the Marketing Rule’s compliance date passes
And other anecdotes and takeaways from the CFOs & COOs Forum West, held in San Francisco on September 14 and 15.
businesswoman calculating finances
The technology provider’s industry survey found that investment firms’ support staff work longer hours than they think, and suggests tech can make their work more efficient.
An Intertrust Group survey shows gaps in expectations regarding how often to make performance and ESG data available.

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