Investment advisers must comply with the Treasury’s Outbound Investment Rule, which could necessitate changes in the investment strategies and governance of (i) funds advised by U.S. investment advisers and (ii) offshore funds with U.S. person investors.
The IAA comments on the SEC’s Request for Comment regarding whether index providers, model portfolio providers, and pricing services (Information Providers) are acting as investment advisers.
Investment technology is an increasingly important part of both the value proposition and the cost equation for an asset management firm. Making the right strategic decisions about where to spend...
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