Based on member feedback, we are in the process of redesigning our Resource Center, as well as working on an improved search feature. In the meantime, if you need assistance finding a resource or would like to discuss an issue with a member of the legal team, please contact us at IAALegalTeam@investmentadviser.org.
Portfolio Management and Client Guidelines, by Thomas Harman, Morgan Lewis & Bockius LLP; Lisa Sheeler, MFS Investment Management; and Paul Glenn, IAA, IAA/ACA Insight IA Compliance Forum - Feb. 2010
What You Need to Know About the SEC’s New Liquidity Risk Management Rule, by John M. Baker and Joel D. Corriero, Stradley Ronon Stevens & Young, LLP – Nov. 2, 2016
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