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Carve Out Provisions Investment Management

Akin Gump Strauss Hauer & Feld LLP

2020 Vision: New N.Y. Employment Laws Awaiting Firms in 2020 - Hedge Up: A Heads-Up on Employment Issues Confronting the...

• Whistleblower Carve-Out: For all employment-related agreements containing non-disclosure provisions signed on or after January 1, 2020, firms should include new “whistleblower carve-out” language as dictated by New York...more

Littler

Striking Down Decades-Old Precedent, Ninth Circuit Rules That ERISA Breach of Fiduciary Duty Claims May Be Arbitrated

Littler on

On August 20, 2019, a three-judge panel of the U.S. Court of Appeals for the Ninth Circuit issued an opinion in Dorman v. Charles Schwab Corp., overturning its 1984 position in Amaro v. Continental Can Co. that lawsuits filed...more

K&L Gates LLP

Matrix of Changes to the 2020 Global Investment Performance Standards

K&L Gates LLP on

K&L Gates financial services lawyers devised the matrix to provide a side-by-side comparison of the final Global Investment Performance Standards (GIPS) for 2020 and the draft standards proposed in August. GIPS are the...more

K&L Gates LLP

2020 GIPS® Standards Market Impact and Views from the Inside

K&L Gates LLP on

AGENDA - • Overview of the GIPS Standards • Goals of the CFA Institute for the 2020 GIPS Standards • Material Changes to the GIPS Standards • Changes from the 2010 edition to 2020 edition • Changes from the Exposure...more

K&L Gates LLP

A First Look at the CFA Institute’s Final 2020 GIPS Standards

K&L Gates LLP on

On June 28, 2019, the CFA Institute published the 2020 edition of the Global Investment Performance Standards (the “2020 Standards”). The Global Investment Performance Standards (“GIPS”) are voluntary ethical standards that...more

K&L Gates LLP

The Exposure Draft of the 2020 GIPS Standards: What You Need to Know

K&L Gates LLP on

An engaging discussion that focuses on the upcoming release of the Exposure Draft of the 2020 GIPS standards. ...more

K&L Gates LLP

A Face-Lift for GIPS: CFA Institute Publishes Proposed Revisions to the GIPS Standards in the GIPS 2020 Exposure Draft

K&L Gates LLP on

Sections: - Executive Summary - Material Changes Proposed by the Exposure Draft - Effect of the Proposed Revisions Certain Investment Managers and Transactions - Executive Summary - On August 30, 2018 the CFA...more

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