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April 2026 Factor Performance Analysis

From defense to risk

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  • Composites are a strategic tool; it’s time to start treating them that way

    Composites are a strategic tool; it’s time to start treating them that way

    With the SEC Marketing Rule in full effect for over three years now, the regulatory environment for investment managers has fundamentally shifted -, and with it, how asset managers and private wealth firms market themselves and communicate with clients and prospects. Investment managers are required to ensure that performance advertising is accurate, substantiated, and presented […]

    Apr 17, 20263 min read
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