Tag: Active Management
SEC Seeks Public Comments on Whether “Information Providers” Are Acting as “Investment Advisers”
The SEC seeks comments on whether information providers such as index providers, model portfolio providers, and pricing services, meet the statutory definition of investment adviser.
June 27, 2022
Tags: Form ADV, Active Management, SEC Investment Management
Active Managers Council’s Impact – and Two Major Initiatives
IAA President & CEO Karen Barr on how our Active Managers Council is producing positive, measurable results…with a look at two important current initiatives that we want you to support.
November 10, 2021
Tags: Active Management, Active Managers Council , IAA Policy, Karen Barr, Webinar
ESG, Sustainable Investing’s Inherently Active Process Helps Investors Align with Their Goals, AMC Paper Finds June 18, 2020 Sustainable investing inherently involves active decision making, concludes a new white paper, Sustainable...
June 18, 2020
New Active Managers Council White Paper Challenges Common Criticisms of Active Management
New Active Managers Council White Paper Challenges Common Criticisms of Active Management November 19, 2019 Active managers can and do outperform their indexes and investors can identify managers more...
November 19, 2019
Tags: Active Management, Active Managers Council , David Lafferty
IAA Urges DOL to Withdraw ESG Proposal
The IAA recently submitted a comment letter asking the DOL to withdraw its proposed amendments to its ERISA investment duties regulation regarding ESG investments. The proposed amendments would make it...
August 11, 2020
Tags: Active Management, Active Managers Council , DOL, ERISA, ESG
DOL Adopts Rule Amendments to Address ESG Investing
Following almost unanimous opposition, the DOL has adopted amendments to its ERISA investment duties regulation regarding ESG investments that make significant changes to the rule as originally proposed. Despite these changes,...
November 03, 2020
Tags: Retirement Savings, Active Management, DOL, ERISA, Retirement Plans
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