Regulation
How Endowments and Foundations Can Deal With Federal Regulation Changes
Consultants and attorneys explain how these institutions can prepare for new standards.
Tag: Regulations
Asset Allocation
Dimensional Got the SEC’s OK for Dual Share Class Funds, but What’s Next?
The firm has applied for permission to launch 13 exchange-traded-fund share classes, but significant movement is not anticipated in the immediate future, experts say.
Alternatives
Tokenization Gets a Boost, but Questions Remain
Regulators are making it easier to tokenize assets, but market structure will have to evolve to support widespread adoption.
Alternatives
How Australia’s Superannuation Funds Value Unlisted Assets Amid Regulatory Calls to Change
Technological advances may enable a push to standardize valuations.
CIO Video: How to Comply with the New Federal Outbound Investment Regulations
H.K. Park, of Crumpton Global, and Laura Black, of Akin Gump, review the new Treasury regulation, which takes effect January 2, restricting U.S. investors' investing in certain Chinese companies and technologies.
Regulation
How to Comply with the New Federal Outbound Investment Regulations
H.K. Park, of Crumpton Global, and Laura Black, of Akin Gump, review the details of the new Treasury regulation, which takes effect January 2, restricting U.S. investors' investing in certain Chinese companies.
Asset Allocation
How Sustainability Disclosures and Regulations Benefit Investors
Information becoming available under new regulatory disclosures can be beneficial for investors looking to make sustainable investments.
Risk
Private Credit Could Threaten Financial Stability, Create Huge Losses, IMF Warns
Pension funds, sovereign wealth funds, insurance firms and family offices ‘could be caught unaware by a dramatic rerating of credit risks across the asset class.’
Regulation
California Law Aims for More Equitable Distribution of VC Funding
SB 54 will take effect in March 2025 and will require annual diversity reporting, with a goal of increasing the capital available to venture capital firms owned by women and minorities.
Regulation
SEC Adopts Private Fund Adviser Rules Aimed at Increasing Transparency
In dissent, Commissioner Peirce said the new rules will harm investors, while Commissioner Uyeda called them ‘arbitrary and capricious.’
Asset Allocation
Where ESG-Minded Investors Should Put Their Money
Despite a harsh political climate for the concept, a CIO webinar of experts offers some smart insights.
Research
AI Investment Is Booming—What Happens When It Flags?
With tighter regulation on the way and the potential for firms to feign artificial intelligence influence, SocGen recommends a diverse approach.
Market Moves
AI Will Send Profits Skyward Over the Next 10 Years, Goldman Says
Artificial intelligence-fueled productivity should expand margins by 4 percentage points, the firm projects, but it won’t happen right away.
Newsmakers
PSERS Exploring Legal Action Stemming from Reporting Error
The 2020 fund reporting error’s revision triggered the state’s shared-risk provision, which required school districts, as plan providers, and plan participants to pay more into the system.
Regulation
SEC Approves New Rules for Proxy Voting
The new rule requires institutional investment managers to disclose their proxy votes on executive compensation and makes updates to Form NP-X.