Mergers and acquisitions, whether entire firms or teams, can present interesting operational and performance-related challenges. Separately, as a result of the 2020 GIPS® standards, many firms are going through exercises to move to one global firm.
This session will discuss the challenges of both mergers and acquisitions and firm re-definitions including how and when to define the new firm, merging policy manuals and different methodologies, identifying surviving composites, and the standardization of branding, marketing materials, and distribution of performance. Panelists will share their experiences and how they’ve overcome some of these challenges.