Coordination of disclosure, compliance, and marketing is critical when developing an ESG 80% Policy. Here are five potential approaches from K&L Gates to make it work.
LIBOR Transition: Important Recent Developments By Thomas D’Ambrosio, Partner, Morgan, Lewis & Bockius LLP* April 19, 2021 Thomas D’Ambrosio Morgan, Lewis & Bockius Background. 2021 has been a busy year...
Accurately Measuring the Success Rate of Active Funds January 26, 2021 Any assessment of the value of active management starts with a measurement of its success in generating returns...
Getting Proactive on ESG: Five Tips for Advisers January 5, 2021 Environmental, social, and governance: three factors that have become the focus of attention in the investment world. But where...
IT Pros Discuss Top Five Tech Priorities December 9, 2020 Investment technology is an increasingly important part of both the value proposition and the cost equation for an asset management...
What’s Trending at the SEC April 17, 2020 The SEC speaks, and CCOs listen. Changes in the direction of regulation have an enormous impact on a compliance effort, so investment...
2020 Policy Outlook: Looking Ahead Requires Looking Back By IAA President & CEO Karen Barr January 1, 2020 Karen BarrIAA President & CEO The IAA is proud to have advanced...
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